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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 $116,526,256
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 20,040 $13,090,219 11.23%
2.
Ishares Trust
 IEF 90,387 $10,223,668 8.77%
3.
Ishares Tr - CORE HIGH DV ETF
 60,781 $8,249,207 7.08%
4.
Ishares Trust
 IEF 116,676 $7,879,154 6.76%
5.
Ishares Trust
 IEF 27,205 $4,119,129 3.53%
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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