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Home > Institutional Investor > Francis Financial, Inc. > Profile

Instuitional Investor - Francis Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Francis Financial, Inc.
Portfolio Value $395,029,746
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 131,496 $70,851,505 17.93%
2.
Vanguard Bond Index Funds
 BND 527,836 $39,445,170 9.98%
3.
Meta Platforms Inc.
 META 114,999 $33,845,327 8.56%
4.
Vanguard Index Fds
 59,437 $24,395,132 6.17%
5.
Dimensional Etf Trust
 640,886 $21,053,098 5.32%
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)