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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 $123,310,297
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Series I - ETF
 38,382 $17,998,135 14.6%
2.
Spdr S & P 500 Etf Trust
 SPY 30,221 $16,905,451 13.71%
3.
Apple Inc.
 AAPL 31,179 $6,925,715 5.62%
4.
Nvidia Corp
 NVDA 47,976 $5,199,662 4.22%
5.
Microsoft Corp
 MSFT 13,693 $5,140,067 4.17%
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)