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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 $203,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 444,454 $31,960 15.69%
2.
Schwab Strategic Trust
 FNDF 1,293,934 $29,993 14.72%
3.
Vanguard Specialized Funds
 152,077 $29,781 14.62%
4.
Schwab Strategic Trust
 FNDF 764,326 $19,765 9.7%
5.
Vanguard Scottsdale Funds
 245,901 $19,182 9.41%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)