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Home > Institutional Investor > Fidelis Im, Llc > Profile

Instuitional Investor - Fidelis Im, Llc

Fund Profile
Filing Period:
Fund Name: Fidelis Im, Llc
Portfolio Value $185,740
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 409,430 $30,113 16.21%
2.
Vanguard Specialized Funds
 161,415 $27,505 14.8%
3.
Schwab Strategic Trust
 FNDF 477,378 $26,924 14.49%
4.
Vanguard Index Fds
 81,708 $19,008 10.23%
5.
Schwab Strategic Trust
 FNDF 391,592 $18,498 9.95%
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)