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Home > Institutional Investor > Edge Financial Advisors Llc > Profile

Instuitional Investor - Edge Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Edge Financial Advisors Llc
Portfolio Value $111,937,658
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 19,466 $11,408,701 10.19%
2.
Apple Inc.
 AAPL 27,547 $6,898,429 6.16%
3.
Dimensional Etf Trust
 120,121 $4,154,981 3.71%
4.
Vanguard Index Fds
 8,806 $3,614,397 3.22%
5.
Dimensional Etf Trust
 105,845 $3,090,685 2.76%
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)