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Home > Institutional Investor > Foundry Financial Group, Inc. > 13F Holdings

Instuitional Investor - Foundry Financial Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,774 $20,101,962 9.97%
2.
American Centy Etf Tr
 218,438 $16,345,694 8.11%
3.
Blackrock Etf Trust
 210,116 $12,224,555 6.07%
4.
Ishares Trust
 VLUE 133,991 $12,130,205 6.02%
5.
Ishares Trust
 IEF 75,786 $11,755,166 5.83%
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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