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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $135,622,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 160,756 $21,587,923 15.91%
2.
Ishares Tr
 192,519 $20,512,867 15.12%
3.
Vanguard Bond Index Funds
 BND 132,610 $9,535,955 7.03%
4.
Spdr Ser Tr
 83,054 $7,929,208 5.84%
5.
Apple Inc.
 AAPL 27,101 $6,786,509 5%
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)