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

Instuitional Investor - Halpern Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Halpern Financial, Inc.
Portfolio Value $322,026,843
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 266,414 $46,222,783 14.35%
2.
Ishares Msci Usa Min Vol Factor Etf
 394,590 $30,837,187 9.57%
3.
Ishares Trust
 IEF 63,580 $29,947,014 9.29%
4.
Spdr Portfolio Developed World Ex-Us Etf
 697,914 $23,296,369 7.23%
5.
Schwab Strategic Trust
 FNDF 280,201 $21,354,118 6.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)