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Home > Institutional Investor > Rfp Financial Group Llc > Profile

Instuitional Investor - Rfp Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Rfp Financial Group Llc
Portfolio Value $257,158,386
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mega Cap Growth
 110,085 $37,804,789 14.7%
2.
Invsc S P 500 Equal
 157,764 $27,636,166 10.74%
3.
Ishares Trust
 IEF 37,015 $21,789,878 8.47%
4.
Apple Inc.
 AAPL 74,614 $18,688,485 7.26%
5.
Ishares Trust
 IEF 113,087 $10,958,170 4.26%
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)