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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 $285,493,105
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 582,685 $57,674,139 20.2%
2.
Ishares Trust
 IEF 45,690 $34,216,536 11.99%
3.
Vanguard Scottsdale Funds
 VCIT 398,171 $31,467,446 11.02%
4.
Ishares Trust
 IEF 182,539 $25,104,595 8.79%
5.
Ishares Tr - MSCI USA MIN ETF
 241,162 $23,262,465 8.15%
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.