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Home > Institutional Investor > All Season Financial Advisors, Inc. > Profile

Instuitional Investor - All Season Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: All Season Financial Advisors, Inc.
Portfolio Value $117,649,268
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,786 $7,266,129 6.17%
2.
Berkshire Hathaway Inc
 BRK.A 15,587 $5,559,265 4.72%
3.
Schwab Strategic Trust
 FNDF 105,023 $4,896,172 4.16%
4.
J P Morgan Exchange Traded F
 86,599 $4,761,213 4.04%
5.
American Centy Etf Tr
 51,952 $4,665,325 3.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)