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Home > Institutional Investor > Appropriate Balance Financial Services Inc. > Profile

Instuitional Investor - Appropriate Balance Financial Services Inc.

Fund Profile
Filing Period:
Fund Name: Appropriate Balance Financial Services Inc.
Portfolio Value $183,618,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 24,196 $467,855,000 23.24%
2.
Ishares Trust
 IEF 17,846 $240,454,000 11.94%
3.
Powershares Qqq Trust
 QQQQ 29,211 $200,834,000 9.97%
4.
Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF
 7,356 $169,456,000 8.41%
5.
Sector Spdr Trust
 XLB 23,422 $164,949,000 8.19%
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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