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Home > Institutional Investor > Fi3 Financial Advisors, Llc > Profile

Instuitional Investor - Fi3 Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fi3 Financial Advisors, Llc
Portfolio Value $246,309,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 68,606 $38,549,922 15.65%
2.
Vanguard Ftse Developed Markets Etf - ETF
 670,159 $34,064,157 13.83%
3.
Ishares Trust
 IEF 286,641 $29,974,067 12.17%
4.
Spdr S & P 500 Etf Trust
 SPY 27,088 $15,152,668 6.15%
5.
Eli Lilly & Co
 LLY 15,019 $12,404,541 5.04%
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)