Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Elser Financial Planning, Inc > Profile

Instuitional Investor - Elser Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Elser Financial Planning, Inc
Portfolio Value $72,248,629
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 20,710 $17,104,752 23.67%
2.
Apple Inc.
 AAPL 25,944 $5,762,850 7.98%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 7,482 $3,845,106 5.32%
4.
Brown & Brown Inc.
 BRO 29,560 $3,677,264 5.09%
5.
Schwab Strategic Trust
 FNDF 131,560 $2,904,838 4.02%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)