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Home > Institutional Investor > Financial Life Planners > Profile

Instuitional Investor - Financial Life Planners

Fund Profile
Filing Period:
Fund Name: Financial Life Planners
Portfolio Value $139,306,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trunit Ser 1 - ETF
 52,111 $32,012,126 22.98%
2.
Ishares Trust
 IEF 41,934 $28,722,404 20.62%
3.
Nvidia Corp
 NVDA 77,337 $14,423,369 10.35%
4.
Apple Inc.
 AAPL 24,876 $6,762,928 4.85%
5.
Palantir Technologies Inc.
 PLTR 29,513 $5,245,907 3.77%
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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