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Home > Institutional Investor > Fiduciary Advisors, Inc. > 13F Holdings

Instuitional Investor - Fiduciary Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 19,879 $10,215,945 10.08%
2.
Vanguard Index Fds - SMALL CP ETF
 38,560 $8,550,782 8.44%
3.
Ishares Tr
 174,720 $8,447,734 8.34%
4.
Vanguard Star Fds
 128,910 $8,005,334 7.9%
5.
Vanguard Index Fds - MID CAP ETF
 26,589 $6,876,522 6.79%
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)