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Home > Institutional Investor > Trinity Legacy Partners Llc > Profile

Instuitional Investor - Trinity Legacy Partners Llc

Fund Profile
Filing Period:
Fund Name: Trinity Legacy Partners Llc
Portfolio Value $395,236,674
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 338,306 $15,612,820 3.95%
2.
J P Morgan Exchange Traded F
 251,590 $14,096,581 3.57%
3.
Schwab Strategic Trust
 FNDF 602,490 $13,995,831 3.54%
4.
Insperity Inc.
 NSP 198,398 $13,752,949 3.48%
5.
Schwab Strategic Trust
 FNDF 467,830 $12,874,678 3.26%
Insider Monkey Quarterly Strategy
+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)