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Home > Institutional Investor > Edge Financial Advisors Llc > Profile

Instuitional Investor - Edge Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Edge Financial Advisors Llc
Portfolio Value $158,429,767
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 191,962 $23,421,321 14.78%
2.
Ishares Tr - CORE MSCI TOTAL
 158,070 $11,034,886 6.97%
3.
Spdr S & P 500 Etf Trust
 SPY 19,237 $10,760,910 6.79%
4.
Ishares Trust
 IEF 86,701 $8,576,417 5.41%
5.
J P Morgan Exchange Traded F
 126,281 $7,131,115 4.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)