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Home > Institutional Investor > Somnio Financial Group, Llc > Profile

Instuitional Investor - Somnio Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Somnio Financial Group, Llc
Portfolio Value $125,028,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,779 $33,424,775 26.73%
2.
Vanguard Intl Equity Index Funds
 VWO 386,293 $22,177,094 17.73%
3.
Vanguard Index Fds
 43,949 $11,608,361 9.28%
4.
Ishares Trust
 IEF 112,975 $10,947,287 8.75%
5.
Vanguard Index Fds
 114,048 $10,159,430 8.12%
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)