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Home > Institutional Investor > Friedenthal Financial > Profile

Instuitional Investor - Friedenthal Financial

Fund Profile
Filing Period:
Fund Name: Friedenthal Financial
Portfolio Value $194,448,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 148,643 $22,101,692 11.37%
2.
First Tr Exchange-Traded Fd
 165,186 $8,257,649 4.25%
3.
Schwab Strategic Trust
 FNDF 244,365 $6,959,519 3.58%
4.
Ishares Trust
 IEF 95,000 $6,270,000 3.22%
5.
Ishares Tr - 0-5 YR TIPS ETF
 54,894 $5,620,597 2.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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