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Home > Institutional Investor > Black Diamond Financial, Llc > 13F Holdings

Instuitional Investor - Black Diamond Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - MRNGSTR VAL ETF
 779,389 $125,551,673 10.68%
2.
Vanguard World Fd
 1,134,887 $105,147,360 8.94%
3.
Schwab Strategic Trust
 SCHD 1,877,545 $67,460,224 5.74%
4.
Schwab Strategic Trust
 SCHD 1,872,984 $62,389,119 5.31%
5.
Ishares Trust
 IEF 504,350 $47,681,277 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.