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Home > Institutional Investor > Bright Financial Advisors, Inc. > Profile

Instuitional Investor - Bright Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Bright Financial Advisors, Inc.
Portfolio Value $180,210,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 330,018 $32,737,832 18.17%
2.
Spdr Gold Trust
 GLD 60,734 $18,513,533 10.27%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 98,200 $17,846,783 9.9%
4.
Ishares Trust
 IEF 19,859 $12,330,776 6.84%
5.
Ishares Trust
 IEF 89,476 $9,778,725 5.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)