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Home > Institutional Investor > Cfs Investment Advisory Services, Llc > 13F Holdings

Instuitional Investor - Cfs Investment Advisory Services, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,832,616 $102,443 18.44%
2.
Pacer Fds Tr
 1,895,645 $82,025 14.76%
3.
Ishares Tr
 178,291 $26,234 4.72%
4.
Dimensional Etf Trust
 447,714 $18,983 3.41%
5.
Dimensional Etf Trust
 607,242 $17,750 3.19%
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)