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Home > Institutional Investor > Finley Financial, Llc > 13F Holdings

Instuitional Investor - Finley Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,747 $26,224,572 12.28%
2.
Ishares Trust
 IEF 88,257 $21,887,736 10.25%
3.
Ishares Trust
 VLUE 229,382 $19,873,656 9.3%
4.
Invesco Qqq Tr Unit Ser 1
 24,001 $13,852,897 6.49%
5.
Ishares Trust
 IEF 195,962 $13,233,314 6.2%
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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