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Home > Institutional Investor > Treasure Coast Financial Planning > 13F Holdings

Instuitional Investor - Treasure Coast Financial Planning

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 479,903 $34,279,451 22.58%
2.
Spdr Index Shs Fds
 507,730 $17,328,813 11.41%
3.
Spdr Ser Tr
 111,905 $11,095,381 7.3%
4.
Spdr Ser Tr
 117,473 $10,740,556 7.07%
5.
Spdr Ser Tr
 325,414 $9,440,260 6.21%
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+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)