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Home > Institutional Investor > Retirement Planning Co Of New England, Inc. > Profile

Instuitional Investor - Retirement Planning Co Of New England, Inc.

Fund Profile
Filing Period:
Fund Name: Retirement Planning Co Of New England, Inc.
Portfolio Value $221,965,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 43,582 $8,390,765 3.78%
2.
Nvidia Corp
 NVDA 142,830 $7,073,236 3.18%
3.
Invesco Qqq Tr
 14,799 $6,060,360 2.73%
4.
Amazon Com Inc
 AMZN 31,030 $4,714,698 2.12%
5.
Vanguard Index Fds
 20,168 $4,691,996 2.11%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)