Instuitional Investor - Financially Speaking Inc
Fund Profile
Filing Period:
| Fund Name: | Financially Speaking Inc |
| Portfolio Value | $154,563,833 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invsc S P 500 Equal Weight Etf | 164,337 | $31,480,396 | 20.37% | |
| 2. | SPY | 40,887 | $27,881,663 | 18.04% | |
| 3. | Schwab Treasury Oblig Money Inv | 18,585,490 | $18,585,490 | 12.02% | |
| 4. | Fidelity Low Duration Bond Factr Etf | 349,000 | $17,530,270 | 11.34% | |
| 5. | Icon Flexible Bd Fd Inv | 1,910,301 | $16,161,149 | 10.46% |
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