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Home > Institutional Investor > Trailhead Planners Llc > Profile

Instuitional Investor - Trailhead Planners Llc

Fund Profile
Filing Period:
Fund Name: Trailhead Planners Llc
Portfolio Value $103,422,060
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 264,365 $10,905,056 10.54%
2.
American Centy Etf Tr
 116,585 $10,633,718 10.28%
3.
Dimensional Etf Trust
 DFAC 231,104 $9,643,970 9.32%
4.
American Centy Etf Tr
 54,765 $6,832,481 6.61%
5.
American Centy Etf Tr
 52,165 $4,617,646 4.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.