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Home > Institutional Investor > Lifesteps Financial, Inc. > Profile

Instuitional Investor - Lifesteps Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Lifesteps Financial, Inc.
Portfolio Value $130,332,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Series I - ETF
 38,010 $19,431,904 14.9%
2.
Spdr S & P 500 Etf Trust
 SPY 30,405 $17,819,720 13.67%
3.
Apple Inc.
 AAPL 34,280 $8,584,347 6.58%
4.
Nvidia Corp
 NVDA 49,109 $6,594,876 5.06%
5.
Microsoft Corp
 MSFT 14,174 $5,974,371 4.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)