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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 $138,649,159
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 13,279 $8,635,959 6.23%
2.
Schwab Strategic Trust
 FNDF 258,926 $7,943,851 5.73%
3.
Exxon Mobil Corp
 XOM 30,277 $5,136,716 3.7%
4.
Ishares Trust
 IEF 6,360 $4,154,300 3%
5.
Vanguard Scottsdale Funds
 34,059 $3,735,902 2.69%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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