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Home > Institutional Investor > Godfrey Financial Associates, Inc. > Profile

Instuitional Investor - Godfrey Financial Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Godfrey Financial Associates, Inc.
Portfolio Value $130,660,617
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 19,927 $14,917,202 11.42%
2.
Ishares Trust
 IEF 90,538 $12,316,284 9.43%
3.
Ishares Trust
 IEF 112,824 $8,688,263 6.65%
4.
Ishares Core High Dividend Etf - CORE HIGH DV ETF
 304,349 $8,342,193 6.38%
5.
Ishares Trust
 IEF 27,759 $4,338,697 3.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.