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Home > Institutional Investor > Kfa Private Wealth Group, Llc > Profile

Instuitional Investor - Kfa Private Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Kfa Private Wealth Group, Llc
Portfolio Value $322,739,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 96,879 $60,152,174 18.64%
2.
Fidelity Covington Trust
 848,456 $40,929,561 12.68%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 292,487 $13,381,288 4.15%
4.
Ishares Trust
 IEF 190,832 $11,835,426 3.67%
5.
Ishares Tr
 97,839 $10,803,392 3.35%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)