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Home > Institutional Investor > Michels Family Financial, Llc > Profile

Instuitional Investor - Michels Family Financial, Llc

Fund Profile
Filing Period:
Fund Name: Michels Family Financial, Llc
Portfolio Value $109,238,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 10,707 $6,275,159 5.74%
2.
Schwab Strategic Trust
 FNDF 220,974 $6,036,997 5.52%
3.
Ishares Trust
 IEF 6,599 $3,884,739 3.55%
4.
Exxon Mobil Corp
 XOM 30,067 $3,234,338 2.96%
5.
Vanguard Scottsdale Funds
 27,353 $2,825,593 2.58%
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)