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Home > Institutional Investor > Colton Groome Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Colton Groome Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 85,903 $57,494,721 17.64%
2.
Ishares Trust
 VLUE 257,616 $24,053,584 7.38%
3.
Ishares Trust
 IEF 220,762 $22,131,388 6.79%
4.
Ishares Trust
 IEF 273,936 $14,628,190 4.49%
5.
Ishares Tr
 204,446 $11,058,484 3.39%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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