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Home > Institutional Investor > Helen Stephens Group, Llc > 13F Holdings

Instuitional Investor - Helen Stephens Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 889,269 $73,836,015 11.77%
2.
Dimensional Etf Trust
 DFAC 1,640,569 $61,701,809 9.84%
3.
Ishares Trust
 HYG 256,465 $56,996,811 9.09%
4.
Ishares Trust
 IEF 223,087 $43,223,040 6.89%
5.
Dimensional Etf Trust
 DFAC 598,413 $39,758,566 6.34%
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.