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Home > Institutional Investor > Benchmark Financial Wealth Advisors, Llc > Profile

Instuitional Investor - Benchmark Financial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Benchmark Financial Wealth Advisors, Llc
Portfolio Value $232,050,053
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 127,145 $30,161,295 12.99%
2.
Spdr S & P 500 Etf Trust
 SPY 57,848 $27,495,860 11.84%
3.
Schwab Strategic Trust
 FNDF 738,401 $27,291,296 11.76%
4.
Ishares Trust
 IEF 196,833 $20,712,734 8.92%
5.
Ishares Trust
 IEF 111,388 $12,057,754 5.19%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)