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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 $189,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 731,407 $20,450 10.81%
2.
Vanguard Scottsdale Funds
 197,970 $18,369 9.71%
3.
Vanguard Value
 99,985 $17,271 9.13%
4.
Ishares Trust
 IEF 99,908 $15,084 7.98%
5.
Ishares Core Total Usd Market
 281,553 $12,974 6.86%
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)