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Home > Institutional Investor > Francis Financial, Inc. > Profile

Instuitional Investor - Francis Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Francis Financial, Inc.
Portfolio Value $435,089,326
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 124,459 $70,702,433 16.25%
2.
Vanguard Bond Index Funds
 BND 583,192 $45,125,334 10.37%
3.
Meta Platforms Inc.
 META 51,477 $37,994,660 8.73%
4.
Tcw Etf Trust
 757,595 $29,887,124 6.87%
5.
Dimensional Etf Trust
 694,253 $27,360,500 6.29%
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)