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Home > Institutional Investor > Safe Harbor Fiduciary, Llc > Profile

Instuitional Investor - Safe Harbor Fiduciary, Llc

Fund Profile
Filing Period:
Fund Name: Safe Harbor Fiduciary, Llc
Portfolio Value $98,117,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,011 $18,174,935 18.52%
2.
Vanguard Index Fds
 27,752 $8,042,854 8.19%
3.
Apple Inc.
 AAPL 21,398 $5,358,544 5.46%
4.
Etf Ser Solutions
 82,228 $3,841,209 3.91%
5.
Oneok Inc W
 OKE 36,865 $3,701,197 3.77%
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)