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

Instuitional Investor - Heron Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Heron Financial Group, Llc
Portfolio Value $185,559,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 36,268 $10,262,393 5.53%
2.
Vanguard Index Fds
 24,355 $9,919,304 5.34%
3.
Ishares Tr
 127,460 $8,603,550 4.63%
4.
Ishares Trust
 IEF 113,546 $8,292,264 4.46%
5.
Ishares Trust
 IEF 84,868 $8,200,795 4.41%
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)