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Home > Institutional Investor > Midwestern Financial, Llc > Profile

Instuitional Investor - Midwestern Financial, Llc

Fund Profile
Filing Period:
Fund Name: Midwestern Financial, Llc
Portfolio Value $120,874,287
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 16,824 $11,472,279 9.49%
2.
American Centy Etf Tr
 111,760 $8,468,048 7.01%
3.
Ishares Trust
 IEF 83,522 $8,342,269 6.9%
4.
Ishares Tr - MSCI ACWI EX US
 101,748 $6,830,354 5.65%
5.
American Centy Etf Tr - INTL EQT ETF
 73,654 $6,063,235 5.02%
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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