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 > Strategic Financial Group, Llc > Profile

Instuitional Investor - Strategic Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Strategic Financial Group, Llc
Portfolio Value $885,289,746
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 172,559 $40,934,556 4.62%
2.
Spdr S & P 500 Etf Trust
 SPY 67,702 $32,179,453 3.63%
3.
Vanguard Specialized Funds
 177,294 $30,210,963 3.41%
4.
Ishares Trust
 IEF 97,009 $26,555,244 2.99%
5.
Ishares Trust
 IEF 86,597 $24,000,252 2.71%
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%
Subscribe Now

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