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 > Michels Family Financial, Llc > Profile

Instuitional Investor - Michels Family Financial, Llc

Fund Profile
Filing Period:
Fund Name: Michels Family Financial, Llc
Portfolio Value $128,414,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 12,226 $8,144,904 6.34%
2.
Schwab Strategic Trust
 FNDF 235,153 $6,419,684 5%
3.
Ishares Trust
 IEF 6,296 $4,213,639 3.28%
4.
Vanguard Scottsdale Funds
 29,689 $3,577,520 2.79%
5.
Exxon Mobil Corp
 XOM 30,304 $3,416,805 2.66%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.