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Home > Institutional Investor > Burkett Financial Services, Llc > Profile

Instuitional Investor - Burkett Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Burkett Financial Services, Llc
Portfolio Value $179,550,326
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 485,683 $40,292,302 22.44%
2.
Schwab Strategic Trust
 FNDF 484,124 $36,856,345 20.52%
3.
Msci Eafa Hedged Dollar Etf
 479,066 $17,715,847 9.86%
4.
Vanguard Ftse Developed Markets Etf
 364,038 $17,437,416 9.71%
5.
Ishares Inc
 EWA 237,141 $13,182,655 7.34%
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)