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Home > Institutional Investor > Sincerus Advisory, Llc > Profile

Instuitional Investor - Sincerus Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Sincerus Advisory, Llc
Portfolio Value $93,237,504
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,145 $17,667,532 18.94%
2.
Ishares Trust
 IEF 75,906 $5,739,235 6.15%
3.
Ishares Trust
 IEF 64,861 $5,733,719 6.14%
4.
Vanguard Specialized Funds - DIV APP ETF
 18,351 $3,593,694 3.85%
5.
Ishares Trust
 IEF 14,175 $3,132,139 3.35%
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)