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Home > Institutional Investor > Brindle & Bay Financial Advisors, Llc > Profile

Instuitional Investor - Brindle & Bay Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Brindle & Bay Financial Advisors, Llc
Portfolio Value $162,916,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 267,546 $17,144,353 10.52%
2.
Vanguard Intl Equity Index Funds
 VWO 258,752 $13,985,523 8.58%
3.
World Gold Tr
 127,109 $11,781,757 7.23%
4.
Vanguard Bond Index Funds
 BND 107,162 $7,891,389 4.84%
5.
Vanguard Index Fds - SMALL CP ETF
 27,097 $7,097,180 4.36%
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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