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Home > Institutional Investor > Black Diamond Financial, Llc > Profile

Instuitional Investor - Black Diamond Financial, Llc

Fund Profile
Filing Period:
Fund Name: Black Diamond Financial, Llc
Portfolio Value $370,013,779
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 567,595 $62,077,764 16.77%
2.
Vanguard World Fd
 135,725 $35,221,895 9.51%
3.
Schwab Strategic Trust
 FNDF 255,768 $17,929,343 4.84%
4.
Vanguard World Fd
 102,855 $17,411,376 4.7%
5.
Schwab Strategic Trust
 FNDF 286,185 $16,140,876 4.36%
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)