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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 $469,977
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 549,763 $30,605 6.51%
2.
Vanguard Intl Equity Index Funds
 VWO 165,283 $17,004 3.62%
3.
Vaneck Morningstar Wide Moat Etf
 189,108 $16,050 3.41%
4.
Schwab Strategic Trust
 FNDF 277,484 $15,650 3.33%
5.
Abrdn Physical Gold Shares Etf
 697,878 $13,775 2.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)