Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sound Financial Strategies Group, Llc > Profile

Instuitional Investor - Sound Financial Strategies Group, Llc

Fund Profile
Filing Period:
Fund Name: Sound Financial Strategies Group, Llc
Portfolio Value $119,872,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 181,495 $17,586,866 14.67%
2.
Ishares Trust
 IEF 181,834 $16,810,553 14.02%
3.
Tidal Tr Ii
 347,608 $8,618,523 7.18%
4.
Ishares Tr
 64,660 $6,486,691 5.41%
5.
Kraneshares Trust
 143,403 $4,029,624 3.36%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)