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Home > Institutional Investor > Fi3 Financial Advisors, Llc > Profile

Instuitional Investor - Fi3 Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fi3 Financial Advisors, Llc
Portfolio Value $209,875,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,553 $34,653,631 16.51%
2.
Ishares Trust
 IEF 290,539 $31,450,802 14.98%
3.
Vanguard Tax-Managed Fds
 633,781 $30,358,132 14.46%
4.
Spdr S & P 500 Etf Trust
 SPY 31,891 $15,157,973 7.22%
5.
Hillenbrand Inc.
 HI 289,641 $13,859,332 6.6%
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)