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Home > Institutional Investor > Fee-only Financial Planning, L.c. > 13F Holdings

Instuitional Investor - Fee-only Financial Planning, L.c.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 122,203 $37,990,313 27.43%
2.
Vanguard Index Fds
 183,942 $27,499,306 19.86%
3.
Vanguard Index Fds
 53,865 $12,531,154 9.05%
4.
Vanguard Index Fds
 56,165 $10,108,015 7.3%
5.
Vanguard Index Fds
 44,638 $9,522,721 6.87%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)