Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > K2 Financial Inc. > Profile

Instuitional Investor - K2 Financial Inc.

Fund Profile
Filing Period:
Fund Name: K2 Financial Inc.
Portfolio Value $101,885,051
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 206,750 $10,442,943 10.25%
2.
Schwab Strategic Trust
 FNDF 380,944 $7,733,161 7.59%
3.
Ishares Tr - NATIONAL MUN ETF
 49,183 $5,064,379 4.97%
4.
Ishares Tr - SHRT NAT MUN ETF
 38,672 $4,062,912 3.99%
5.
Vanguard Intl Equity Index Funds
 VWO 91,137 $3,950,789 3.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)