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Home > Institutional Investor > Stewardship Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Stewardship Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 384,440 $46,817,000 16.27%
2.
Ishares Tr
 853,217 $41,185,000 14.31%
3.
Vanguard Index Fds
 97,673 $35,582,000 12.36%
4.
Ishares Tr
 178,807 $28,763,000 9.99%
5.
Ishares Tr
 247,565 $17,129,000 5.95%
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)