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Home > Institutional Investor > Souders Financial Advisors > Profile

Instuitional Investor - Souders Financial Advisors

Fund Profile
Filing Period:
Fund Name: Souders Financial Advisors
Portfolio Value $584,113,188
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Grp Fixed Incm Etf T
 1,893,303 $42,968,517 7.35%
2.
Vanguard Index Fds
 71,867 $31,391,549 5.37%
3.
Schwab Strategic Trust
 FNDF 296,085 $22,540,952 3.85%
4.
Ishares Trust
 IEF 224,428 $22,274,456 3.81%
5.
Capital Group Dividend Value
 689,101 $20,562,761 3.52%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)