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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 $261,125,183
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 574,298 $57,010,534 21.83%
2.
Vanguard Scottsdale Funds
 398,835 $31,615,639 12.11%
3.
Ishares Trust
 IEF 45,029 $29,413,589 11.26%
4.
Ishares Tr - MSCI USA MIN VOL
 235,579 $21,847,607 8.37%
5.
Ishares Trust
 IEF 180,794 $20,449,620 7.83%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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