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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 $115,235,654
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 164,767 $14,916,380 12.94%
2.
Vanguard Index Fds - VALUE ETF
 58,882 $11,552,612 10.03%
3.
Vanguard Index Fds - GROWTH ETF
 24,008 $10,486,475 9.1%
4.
Ishares Trust
 IEF 6,763 $4,417,659 3.83%
5.
Schwab Strategic Trust
 FNDF 181,580 $4,216,285 3.66%
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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