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Home > Institutional Investor > Quantum Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Quantum Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 1,005,344 $97,447,982 14.85%
2.
Dimensional Etf Trust
 2,270,848 $86,065,139 13.11%
3.
Dimensional Etf Trust
 921,625 $30,275,381 4.61%
4.
Dimensional Etf Trust
 723,857 $29,308,980 4.46%
5.
American Centy Etf Tr
 435,493 $26,726,220 4.07%
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)