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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 $459,461,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,616,486 $39,280,610 8.55%
2.
Apple Inc.
 AAPL 173,521 $33,041,937 7.19%
3.
Dimensional Etf Trust
 634,751 $19,448,771 4.23%
4.
Ishares Tr
 181,609 $18,240,767 3.97%
5.
Dimensional Etf Trust
 616,273 $18,180,056 3.96%
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)