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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 $94,804,885
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 29,965 $16,762,328 17.68%
2.
Ishares Trust
 VLUE 77,123 $6,303,261 6.65%
3.
Ishares Trust
 IEF 66,394 $5,648,155 5.96%
4.
Ishares Tr - NATIONAL MUN ETF
 35,447 $3,737,524 3.94%
5.
Vanguard Specialized Funds - DIV APP ETF
 17,477 $3,390,459 3.58%
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)