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Home > Institutional Investor > Spectrum Planning & Advisory Services Inc. > Profile

Instuitional Investor - Spectrum Planning & Advisory Services Inc.

Fund Profile
Filing Period:
Fund Name: Spectrum Planning & Advisory Services Inc.
Portfolio Value $120,135,513
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 220,538 $14,502,548 12.07%
2.
Ishares Trust
 IEF 89,509 $8,309,094 6.92%
3.
Ishares Tr - MSCI USA QLT FCT
 46,675 $7,976,350 6.64%
4.
Blackrock Etf Trust
 153,935 $7,505,884 6.25%
5.
Schwab Strategic Trust
 FNDF 315,850 $7,315,095 6.09%
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)