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Home > Institutional Investor > Novak Financial Planning, Llc > Profile

Instuitional Investor - Novak Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Novak Financial Planning, Llc
Portfolio Value $204,300,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 46,180 $10,290,000 5.03%
2.
Invesco Qqq Tr
 24,587 $8,714,000 4.26%
3.
Spdr Gold Trust
 GLD 49,537 $8,205,000 4.01%
4.
Ishares Tr
 153,411 $7,750,000 3.79%
5.
Vanguard Bond Index Funds
 BND 85,965 $7,733,000 3.78%
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)