Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $223,881,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 66,389 $15,619,451 6.97%
2.
Ishares Trust
 IEF 69,196 $11,038,104 4.93%
3.
Invesco Exchange Traded Fd T
 119,006 $7,976,944 3.56%
4.
Ishares Tr
 101,388 $6,219,113 2.77%
5.
Ishares Trust
 IEF 10,238 $6,026,959 2.69%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)