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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 $223,062
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 746,881 $22,914 10.27%
2.
Vanguard Value Etf
 112,987 $22,168 9.94%
3.
Vanguard Scottsdale Funds
 194,373 $21,320 9.56%
4.
Ishares Trust
 IEF 96,411 $18,278 8.19%
5.
Ishares Core Total Usd Bond Market Etf
 325,786 $15,048 6.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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