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Home > Institutional Investor > Abound Financial, Llc > 13F Holdings

Instuitional Investor - Abound Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
State Street
 473,796 $27,323,807 10.89%
2.
Oakmark U S
 925,844 $26,081,052 10.4%
3.
Spdr Series Trust
 KRE 284,191 $25,801,721 10.29%
4.
Spdr Series Trust
 KRE 207,305 $24,667,309 9.83%
5.
Spdr Series Trust
 KRE 400,406 $24,340,679 9.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.