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Home > Institutional Investor > Vertex Planning Partners, Llc > Profile

Instuitional Investor - Vertex Planning Partners, Llc

Fund Profile
Filing Period:
Fund Name: Vertex Planning Partners, Llc
Portfolio Value $337,567,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 821,871 $41,290,814 12.23%
2.
J P Morgan Exchange Traded F
 717,214 $34,325,871 10.16%
3.
Spdr Series Trust
 590,753 $33,023,079 9.78%
4.
Ishares Trust
 IEF 52,500 $25,075,708 7.42%
5.
Spdr S & P 500 Etf Trust
 SPY 36,091 $17,154,357 5.08%
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)