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Home > Institutional Investor > Prospect Financial Group Llc > Profile

Instuitional Investor - Prospect Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Prospect Financial Group Llc
Portfolio Value $81,285,997
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 100,262 $7,209,848 8.86%
2.
Pinterest Inc.
 PINS 236,792 $6,866,968 8.44%
3.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 114,938 $5,637,723 6.93%
4.
Vanguard Index Fds
 16,947 $4,911,473 6.04%
5.
Dimensional Etf Trust
 180,522 $4,727,868 5.81%
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)