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

Instuitional Investor - Pax Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Pax Financial Group, Llc
Portfolio Value $558,795,149
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,469 $46,193,380 8.26%
2.
Ishares Tr
 655,976 $29,650,093 5.3%
3.
Ishares Trust
 IEF 184,477 $18,729,950 3.35%
4.
Northern Lts Fd Tr Iv
 605,945 $17,572,406 3.14%
5.
Ishares Tr
 91,287 $16,256,417 2.9%
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)