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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $93,860,452
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 831,435 $83,367,973 88.82%
2.
Apple Inc.
 AAPL 14,068 $2,708,514 2.88%
3.
Bank Montreal Medium
 4,517 $1,051,964 1.12%
4.
Amazon Com Inc
 AMZN 6,575 $999,006 1.06%
5.
Meta Platforms Inc.
 META 2,487 $880,299 0.93%
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)