Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Elite Financial, Inc. > Profile

Instuitional Investor - Elite Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Elite Financial, Inc.
Portfolio Value $184,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 824,871 $22,535 12.21%
2.
Vanguard Value
 119,308 $20,198 10.94%
3.
Vanguard Scottsdale Funds
 180,902 $18,687 10.13%
4.
Ishares Trust
 IEF 29,171 $17,172 9.3%
5.
Ishares Core Total Usd Bond Market
 258,017 $11,662 6.32%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)