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Home > Institutional Investor > Bfsg, Llc > Profile

Instuitional Investor - Bfsg, Llc

Fund Profile
Filing Period:
Fund Name: Bfsg, Llc
Portfolio Value $821,828,757
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 111,614 $30,676,035 3.73%
2.
Microsoft Corp
 MSFT 60,415 $22,679,042 2.76%
3.
Ishares Trust
 IAU 369,007 $21,756,624 2.65%
4.
Apple Inc.
 AAPL 84,464 $18,761,945 2.28%
5.
Nvidia Corp
 NVDA 171,341 $18,569,969 2.26%
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)