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Home > Institutional Investor > Fiduciary Financial Group, Llc > Profile

Instuitional Investor - Fiduciary Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Financial Group, Llc
Portfolio Value $459,725,729
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 174,992 $41,446,845 9.01%
2.
Schwab Strategic Trust
 FNDF 1,489,093 $35,887,141 7.8%
3.
Ishares Tr
 208,903 $20,984,306 4.56%
4.
Dimensional Etf Trust
 599,856 $20,587,058 4.47%
5.
Vaneck Etf Trust
 203,183 $18,516,046 4.02%
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)