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Home > Institutional Investor > Adaptive Financial Consulting, Llc > 13F Holdings

Instuitional Investor - Adaptive Financial Consulting, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 522,645 $51,846,341 21.65%
2.
Vanguard Scottsdale Funds
 382,843 $30,435,981 12.71%
3.
Ishares Trust
 IEF 43,273 $26,868,110 11.22%
4.
Ishares Tr - MSCI USA MIN VOL
 214,385 $20,124,283 8.4%
5.
Ishares Trust
 IEF 173,949 $19,151,820 8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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