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 > Williams Financial, Llc > Profile

Instuitional Investor - Williams Financial, Llc

Fund Profile
Filing Period:
Fund Name: Williams Financial, Llc
Portfolio Value $160,618,643
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 709,350 $36,276,146 22.58%
2.
Ishares Tr - RUS TP200 GR ETF
 113,271 $26,649,195 16.59%
3.
Vanguard Bond Index Funds
 BND 308,672 $23,067,076 14.36%
4.
Ishares Tr
 395,613 $19,677,773 12.25%
5.
Schwab Strategic Trust
 FNDF 812,273 $19,543,284 12.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)