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Home > Institutional Investor > Hansen & Associates Financial Group, Inc. > Profile

Instuitional Investor - Hansen & Associates Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Hansen & Associates Financial Group, Inc.
Portfolio Value $184,225,299
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 846,220 $93,435,379 50.72%
2.
First Tr Exchange-Traded Fd
 1,048,597 $62,989,220 34.19%
3.
Ishares Trust
 IEF 66,396 $3,192,973 1.73%
4.
Berkshire Hathaway Inc
 BRK.A 6,381 $3,099,124 1.68%
5.
Costco Wholesale Corp W
 COST 2,981 $2,936,983 1.59%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)