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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 $205,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 256,626 $34,462 16.8%
2.
Microsoft Corp
 MSFT 49,165 $20,723 10.1%
3.
Jpmorgan Chase & Co
 JPM 42,452 $10,176 4.96%
4.
Amazon Com Inc
 AMZN 44,895 $9,850 4.8%
5.
Walmart Inc.
 WMT 99,704 $9,008 4.39%
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)