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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $232,313,182
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 107,865 $20,116,738 8.66%
2.
Vanguard Bond Index Funds
 BND 247,424 $18,326,714 7.89%
3.
Ishares Tr - NATIONAL MUN ETF
 152,311 $16,313,987 7.02%
4.
Spdr Series Trust
 109,096 $10,605,260 4.57%
5.
Vanguard World Fund
 13,838 $10,431,151 4.49%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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