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Home > Institutional Investor > Comprehensive Financial Planning, Inc. > Profile

Instuitional Investor - Comprehensive Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Planning, Inc.
Portfolio Value $118,411,871
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 32,855 $8,227,579 6.94%
2.
Nvidia Corp
 NVDA 48,525 $6,516,423 5.5%
3.
Microsoft Corp
 MSFT 14,879 $6,271,353 5.29%
4.
Meta Platforms Inc.
 META 8,256 $4,834,058 4.08%
5.
Janus Henderson Aaa Clo Etf
 94,732 $4,803,859 4.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)