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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 $278,984,577
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 117,516 $56,129,212 20.11%
2.
Vaneck Etf Trust
 916,634 $23,053,344 8.26%
3.
Ishares Tr
 205,764 $22,660,752 8.12%
4.
Vanguard Index Fds
 95,803 $22,287,501 7.98%
5.
Ishares Trust
 IEF 231,246 $18,971,460 6.8%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)