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Home > Institutional Investor > Cassilly Financial Group Llc > Profile

Instuitional Investor - Cassilly Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Cassilly Financial Group Llc
Portfolio Value $113,126,058
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 157,980 $14,132,914 12.49%
2.
Vanguard Index Fds - GROWTH ETF
 23,224 $11,330,134 10.02%
3.
Vanguard Index Fds - VALUE ETF
 57,841 $11,047,051 9.77%
4.
Ishares Trust
 IEF 6,455 $4,421,288 3.91%
5.
Schwab Strategic Trust
 FNDF 174,069 $4,067,986 3.6%
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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