Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $189,830,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 185,418 $25,035,704 13.19%
2.
Spdr S & P 500 Etf Trust
 SPY 19,256 $11,896,555 6.27%
3.
Ishares Tr - CORE MSCI TOTAL
 153,444 $11,867,640 6.25%
4.
Dimensional Etf Trust
 236,679 $8,426,437 4.44%
5.
Blackrock Etf Trust
 143,778 $7,827,034 4.12%
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%
Subscribe Now

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