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Home > Institutional Investor > Rfg - Bristol Wealth Advisors, Llc > Profile

Instuitional Investor - Rfg - Bristol Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rfg - Bristol Wealth Advisors, Llc
Portfolio Value $304,681,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,043 $25,338,847 8.31%
2.
Vanguard Scottsdale Funds
 162,383 $16,774,176 5.5%
3.
Ishares Trust
 IEF 151,132 $15,429,022 5.06%
4.
Ishares Trust
 IEF 93,930 $13,089,181 4.29%
5.
Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE
 99,698 $9,762,459 3.2%
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)