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Home > Institutional Investor > Adaptive Financial Consulting, Llc > Profile

Instuitional Investor - Adaptive Financial Consulting, Llc

Fund Profile
Filing Period:
Fund Name: Adaptive Financial Consulting, Llc
Portfolio Value $241,094,523
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 528,169 $51,179,611 21.22%
2.
Vanguard Scottsdale Funds
 451,424 $35,215,576 14.6%
3.
Ishares Trust
 IEF 44,617 $26,265,034 10.89%
4.
Ishares Tr - MSCI USA MIN VOL
 225,008 $19,978,454 8.28%
5.
Ishares Trust
 IEF 194,214 $19,718,540 8.17%
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)