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Home > Institutional Investor > Strategic Financial Services, Inc, > 13F Holdings

Instuitional Investor - Strategic Financial Services, Inc,

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 3,892,016 $228,928,397 16.08%
2.
Ishares Tr
 4,228,807 $204,209,081 14.35%
3.
Ishares Tr
 6,460,303 $181,082,293 12.72%
4.
Ishares Tr
 1,047,930 $109,781,108 7.71%
5.
Vanguard Scottsdale Funds
 1,253,058 $96,949,133 6.81%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)