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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 $267,014,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,590 $41,554,764 15.56%
2.
Ishares Trust
 IEF 309,677 $35,680,948 13.36%
3.
Vanguard Ftse Developed Markets Etf - ETF
 701,250 $33,533,797 12.55%
4.
Spdr S & P 500 Etf Trust
 SPY 28,139 $16,546,769 6.19%
5.
Eli Lilly & Co
 LLY 14,917 $11,516,180 4.31%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)