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Home > Institutional Investor > Sweet Financial Partners, Llc > Profile

Instuitional Investor - Sweet Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sweet Financial Partners, Llc
Portfolio Value $420,491,004
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 178,598 $78,011,704 18.55%
2.
First Tr Exchange-Traded Fd
 403,973 $20,873,309 4.96%
3.
Schwab Strategic Trust
 FNDF 267,462 $20,361,891 4.84%
4.
First Tr Exchng Traded Fd Vi
 421,532 $18,802,444 4.47%
5.
Vanguard Intl Equity Index Funds
 VWO 313,643 $17,607,916 4.18%
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)