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Home > Institutional Investor > Searcy Financial Services Inc V > Profile

Instuitional Investor - Searcy Financial Services Inc V

Fund Profile
Filing Period:
Fund Name: Searcy Financial Services Inc V
Portfolio Value $231,141,257
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Inc
 EWA 218,923 $25,476,066 11.02%
2.
Vanguard Index Fds - MID CAP ETF
 96,480 $24,951,629 10.79%
3.
Schwab Strategic Trust
 FNDF 1,088,857 $24,041,963 10.4%
4.
Ishares Tr
 362,787 $22,550,856 9.76%
5.
First Tr Exchange-Traded Fd
 390,292 $19,186,759 8.3%
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)