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Home > Institutional Investor > Treasure Coast Financial Planning > 13F Holdings

Instuitional Investor - Treasure Coast Financial Planning

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 475,661 $32,349,711 20.05%
2.
Spdr Index Shs Fds
 544,918 $19,840,452 12.3%
3.
Spdr Ser Tr
 117,993 $11,739,124 7.28%
4.
Spdr Ser Tr
 122,465 $11,233,714 6.96%
5.
Spdr Ser Tr
 339,534 $9,927,974 6.15%
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+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)