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

Instuitional Investor - Fiduciary Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Financial Group, Llc
Portfolio Value $553,184,698
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,772,706 $43,041,302 7.78%
2.
Apple Inc.
 AAPL 185,072 $38,461,686 6.95%
3.
Ishares Tr
 260,709 $26,167,409 4.73%
4.
Dimensional Etf Trust
 676,493 $24,380,808 4.41%
5.
Dimensional Etf Trust
 643,467 $22,218,904 4.02%
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)