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Home > Institutional Investor > Certior Financial Group, Llc > Profile

Instuitional Investor - Certior Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Certior Financial Group, Llc
Portfolio Value $115,517,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 207,602 $5,785,877 5%
2.
Ishares Trust
 IEF 9,596 $5,648,985 4.89%
3.
Spdr Ser Tr
 59,906 $5,477,191 4.74%
4.
T Rowe Price Etf Inc
 149,633 $4,978,284 4.3%
5.
Schwab Strategic Trust
 FNDF 165,219 $4,513,786 3.9%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)