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Home > Institutional Investor > Sprinkle Financial Consultants Llc > Profile

Instuitional Investor - Sprinkle Financial Consultants Llc

Fund Profile
Filing Period:
Fund Name: Sprinkle Financial Consultants Llc
Portfolio Value $157,584,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,030,513 $22,753,787 14.44%
2.
Oneok Inc W
 OKE 117,330 $11,641,482 7.39%
3.
Ishares Trust
 IEF 105,709 $11,054,177 7.01%
4.
Dimensional Etf Trust
 228,005 $9,396,150 5.96%
5.
Dimensional Etf Trust
 336,901 $8,847,181 5.61%
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)