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 > Xml Financial, Llc > Profile

Instuitional Investor - Xml Financial, Llc

Fund Profile
Filing Period:
Fund Name: Xml Financial, Llc
Portfolio Value $1,072,211,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,563,630 $39,153,286 3.65%
2.
Schwab Strategic Trust
 FNDF 1,169,593 $31,087,794 2.9%
3.
Ishares Tr
 496,391 $30,667,018 2.86%
4.
Apple Inc.
 AAPL 130,096 $28,898,328 2.7%
5.
Ishares Trust
 IEF 77,153 $27,859,071 2.6%
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)