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Home > Institutional Investor > Red Mountain Financial, Llc > Profile

Instuitional Investor - Red Mountain Financial, Llc

Fund Profile
Filing Period:
Fund Name: Red Mountain Financial, Llc
Portfolio Value $93,005,536
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Charles Family Fd
 12,766,056 $12,766,056 13.72%
2.
Schwab Strategic Trust
 FNDF 361,083 $9,864,784 10.6%
3.
Apple Inc.
 AAPL 20,025 $5,014,713 5.39%
4.
J P Morgan Exchange Traded F - INCOME ETF
 96,114 $4,384,712 4.71%
5.
Berkshire Hathaway Inc
 BRK.A 9,574 $4,339,779 4.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)