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Home > Institutional Investor > Townsend Financial Planning, Llc > 13F Holdings

Instuitional Investor - Townsend Financial Planning, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,783 $26,564,120 26.58%
2.
Ishares Trust
 IEF 178,486 $11,780,048 11.79%
3.
Ishares Trust
 IEF 117,451 $11,730,960 11.74%
4.
Ishares Trust
 IEF 58,014 $6,972,167 6.98%
5.
Ishares Trust
 IEF 64,394 $6,602,918 6.61%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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