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Home > Institutional Investor > Fullen Financial Group > Profile

Instuitional Investor - Fullen Financial Group

Fund Profile
Filing Period:
Fund Name: Fullen Financial Group
Portfolio Value $185,497,444
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 275,356 $21,240,960 11.45%
2.
Vanguard Intl Equity Index Funds
 VWO 367,455 $20,018,947 10.79%
3.
Vanguard Bond Index Funds
 BND 210,369 $16,122,657 8.69%
4.
Vanguard Index Fds
 74,504 $13,955,260 7.52%
5.
Vanguard Index Fds
 87,723 $12,330,310 6.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)