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Home > Institutional Investor > United Financial Planning Group Llc > Profile

Instuitional Investor - United Financial Planning Group Llc

Fund Profile
Filing Period:
Fund Name: United Financial Planning Group Llc
Portfolio Value $196,938,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Index - ETF
 161,587 $35,295,612 17.92%
2.
Vanguard Growth Index - ETF
 385,232 $33,222,463 16.87%
3.
Vanguard Ftse Developed - ETF
 450,640 $32,128,727 16.31%
4.
Ishares Trust
 IEF 133,020 $10,263,893 5.21%
5.
Ishares Trust
 IEF 60,191 $8,934,250 4.54%
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.