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

Instuitional Investor - Ofc Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Ofc Financial Planning, Llc
Portfolio Value $94,817,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 83,173 $20,828,113 21.96%
2.
Vanguard Index Fds
 24,011 $12,937,389 13.64%
3.
Ishares Trust
 IEF 9,704 $5,712,551 6.02%
4.
Ishares Tr
 98,710 $4,977,945 5.25%
5.
Pacer Fds Tr
 77,515 $4,142,402 4.36%
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)