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

Instuitional Investor - Pensionmark Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Pensionmark Financial Group, Llc
Portfolio Value $504,793,698
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 752,903 $36,135,595 7.15%
2.
Ishares Trust
 IEF 329,889 $29,604,803 5.86%
3.
Vanguard Index Fds
 125,146 $19,959,511 3.95%
4.
Ishares Trust
 IEF 118,935 $18,396,638 3.64%
5.
Ishares Trust
 IEF 180,464 $18,318,018 3.62%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)