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Home > Institutional Investor > Gv Financial Advisors > Profile

Instuitional Investor - Gv Financial Advisors

Fund Profile
Filing Period:
Fund Name: Gv Financial Advisors
Portfolio Value $300,451,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 465,243 $46,143,000 15.35%
2.
Vanguard Index Fds
 436,958 $38,915,000 12.95%
3.
Vanguard Index Fds
 206,142 $32,300,000 10.75%
4.
Ishares Trust
 IEF 210,995 $31,786,000 10.57%
5.
Ishares Trust
 IEF 224,618 $18,425,000 6.13%
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)