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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 94,430 $70,717,352 17.1%
2.
Ishares Trust
 HYG 311,828 $32,392,663 7.83%
3.
Ishares Trust
 IEF 270,541 $26,778,124 6.47%
4.
Ishares Trust
 IEF 315,410 $21,577,173 5.22%
5.
Ishares Tr
 261,214 $13,888,748 3.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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