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Home > Institutional Investor > Zimmermann Investment Management & Planning Llc > Profile

Instuitional Investor - Zimmermann Investment Management & Planning Llc

Fund Profile
Filing Period:
Fund Name: Zimmermann Investment Management & Planning Llc
Portfolio Value $244,463,126
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 46,495 $19,040,824 7.78%
2.
Ishares Trust
 IEF 54,886 $12,260,984 5.01%
3.
Apple Inc.
 AAPL 55,263 $10,639,806 4.35%
4.
Schwab Strategic Trust
 FNDF 144,520 $8,951,569 3.66%
5.
Ishares Trust
 IEF 99,776 $8,033,964 3.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)