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Home > Institutional Investor > Elite Financial, Inc. > Profile

Instuitional Investor - Elite Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Elite Financial, Inc.
Portfolio Value $203,216
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 198,911 $22,544 11.09%
2.
Schwab Strategic Trust
 FNDF 730,748 $19,445 9.57%
3.
Vanguard Value
 103,564 $18,349 9.03%
4.
Ishares Trust
 IEF 95,946 $15,336 7.55%
5.
Schwab Strategic Trust
 FNDF 446,208 $13,435 6.61%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)