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Home > Institutional Investor > Epstein & White Financial Llc > Profile

Instuitional Investor - Epstein & White Financial Llc

Fund Profile
Filing Period:
Fund Name: Epstein & White Financial Llc
Portfolio Value $379,084,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 294,130 $126,474,000 33.36%
2.
Spdr Series Trust
 1,189,566 $35,721,000 9.42%
3.
Ishares Tr
 248,749 $33,049,000 8.71%
4.
Ishares Tr
 470,598 $27,030,000 7.13%
5.
Ishares Trust
 IEF 62,979 $16,111,000 4.24%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)