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Home > Institutional Investor > Sunburst Financial Group, Llc > Profile

Instuitional Investor - Sunburst Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sunburst Financial Group, Llc
Portfolio Value $323,029,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 909,397 $41,868,648 12.96%
2.
Vanguard Scottsdale Funds
 450,830 $34,880,732 10.79%
3.
Schwab Strategic Trust
 FNDF 447,779 $34,089,378 10.55%
4.
Schwab Strategic Trust
 FNDF 432,616 $24,083,720 7.45%
5.
Spdr Series Trust
 247,846 $16,124,842 4.99%
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)