Instuitional Investor - Insight Financial Services

Fund Profile
Filing Period:
Fund Name: Insight Financial Services
Portfolio Value $208,802,438
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 45,588 $34,140,731 16.35%
2.
Ishares Ibonds Dec 2026 Term Corporate Etf - ETF
973,964 $23,599,166 11.3%
3.
Ishares Core Dividend Growth Etf - ETF
240,027 $18,191,703 8.71%
4.
Ishares 0-3 Month Treasury Bond Etf - ETF
176,007 $17,718,696 8.49%
5. SCHD 501,330 $16,965,033 8.12%