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Home > Institutional Investor > Daviman Financial, Llc > Profile

Instuitional Investor - Daviman Financial, Llc

Fund Profile
Filing Period:
Fund Name: Daviman Financial, Llc
Portfolio Value $170,423,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 158,630 $12,725,335 7.47%
2.
Blackrock Etf Trust
 174,909 $10,636,213 6.24%
3.
Ishares Trust
 IEF 49,996 $10,602,695 6.22%
4.
Ishares Trust
 IEF 76,654 $9,448,404 5.54%
5.
Schwab Strategic Trust
 FNDF 389,946 $9,113,046 5.35%
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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