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Home > Institutional Investor > Bfsg, Llc > Profile

Instuitional Investor - Bfsg, Llc

Fund Profile
Filing Period:
Fund Name: Bfsg, Llc
Portfolio Value $1,056,328,030
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 126,285 $40,513,638 3.84%
2.
Ishares Trust
 IAU 386,861 $34,105,622 3.23%
3.
Nvidia Corp
 NVDA 174,081 $30,359,784 2.87%
4.
Newmont Corp
 NEM 269,465 $29,169,587 2.76%
5.
Ishares Trust
 IEF 36,589 $23,900,185 2.26%
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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