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Home > Institutional Investor > Asset Planning Services Inc V > Profile

Instuitional Investor - Asset Planning Services Inc V

Fund Profile
Filing Period:
Fund Name: Asset Planning Services Inc V
Portfolio Value $196,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 254,876 $27,623 14.04%
2.
Microsoft Corp
 MSFT 48,875 $18,347 9.33%
3.
Jpmorgan Chase & Co
 JPM 42,142 $10,337 5.26%
4.
Walmart Inc.
 WMT 99,130 $8,703 4.42%
5.
Amazon Com Inc
 AMZN 44,345 $8,437 4.29%
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)