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Home > Institutional Investor > Lee Financial Corp > 13F Holdings

Instuitional Investor - Lee Financial Corp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 283,860 $189,987,446 23.82%
2.
Ishares Trust
 IEF 1,364,354 $89,037,761 11.17%
3.
Schwab Strategic Trust
 FNDF 2,378,488 $62,554,234 7.84%
4.
Ishares Trust
 IEF 362,653 $43,779,510 5.49%
5.
Berkshire Hathaway Inc
 BRK.A 82,423 $41,437,367 5.2%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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