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 > Adaptive Financial Consulting, Llc > Profile

Instuitional Investor - Adaptive Financial Consulting, Llc

Fund Profile
Filing Period:
Fund Name: Adaptive Financial Consulting, Llc
Portfolio Value $233,518,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 528,459 $52,275,124 22.39%
2.
Vanguard Scottsdale Funds
 433,199 $34,196,719 14.64%
3.
Ishares Trust
 IEF 43,453 $24,416,433 10.46%
4.
Ishares Tr - MSCI USA MIN VOL
 218,126 $20,429,660 8.75%
5.
Ishares Trust
 IEF 183,688 $17,051,755 7.3%
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)