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Home > Institutional Investor > Finhabits Advisors Llc > Profile

Instuitional Investor - Finhabits Advisors Llc

Fund Profile
Filing Period:
Fund Name: Finhabits Advisors Llc
Portfolio Value $106,552,458
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 132,321 $19,674,875 18.46%
2.
Vanguard Scottsdale Funds
 137,124 $10,932,864 10.26%
3.
Ishares Trust
 IEF 98,476 $10,851,051 10.18%
4.
Vanguard Intl Equity Index Funds
 VWO 175,872 $9,454,892 8.87%
5.
Vanguard Strm Infproidx - ETF
 177,786 $8,793,282 8.25%
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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