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Home > Institutional Investor > Xml Financial, Llc > Profile

Instuitional Investor - Xml Financial, Llc

Fund Profile
Filing Period:
Fund Name: Xml Financial, Llc
Portfolio Value $1,092,350,113
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,548,615 $43,159,894 3.95%
2.
Apple Inc.
 AAPL 131,191 $32,852,862 3%
3.
Ishares Trust
 IEF 81,427 $32,699,291 2.99%
4.
Schwab Strategic Trust
 FNDF 1,197,455 $31,217,648 2.85%
5.
Ishares Tr
 503,935 $30,911,382 2.82%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)