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Home > Institutional Investor > Ethos Financial Group, Llc > Profile

Instuitional Investor - Ethos Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Ethos Financial Group, Llc
Portfolio Value $1,045,808,598
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,869,318 $42,423,909 4.06%
2.
Alpha Architect 1-3 Month Box Etf - ETF
 325,997 $35,958,677 3.44%
3.
Apple Inc.
 AAPL 128,720 $31,610,358 3.02%
4.
Ishares Trust
 VLUE 381,192 $31,154,766 2.98%
5.
Schwab Strategic Trust
 FNDF 1,026,046 $23,777,714 2.27%
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)