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Home > Institutional Investor > Stonebridge Financial Planning Group, Llc > Profile

Instuitional Investor - Stonebridge Financial Planning Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonebridge Financial Planning Group, Llc
Portfolio Value $173,761,161
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 70,274 $12,313,408 7.08%
2.
Ishares Trust
 IEF 79,507 $9,759,468 5.61%
3.
Pimco Etf Trust
 83,131 $8,295,679 4.77%
4.
Invesco Exchange Traded Fd T
 104,054 $5,627,244 3.23%
5.
Ishares Trust
 IEF 10,614 $5,069,779 2.91%
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)