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Home > Institutional Investor > Flc Capital Advisors > 13F Holdings

Instuitional Investor - Flc Capital Advisors

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,525,261 $37,216,362 7.21%
2.
Schwab Strategic Trust
 FNDF 1,462,838 $36,761,113 7.12%
3.
Schwab Strategic Trust
 FNDF 1,072,853 $34,234,738 6.63%
4.
Vanguard Index Fds - VALUE ETF
 181,229 $33,797,461 6.55%
5.
Apple Inc.
 AAPL 80,316 $20,450,808 3.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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