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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 $142,830,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,736 $15,484,962 10.84%
2.
Ishares Trust
 IEF 107,267 $10,617,333 7.43%
3.
American Centy Etf Tr
 128,393 $10,438,359 7.31%
4.
Ishares Tr - MSCI ACWI EX US
 127,559 $9,708,510 6.8%
5.
American Centy Etf Tr
 83,210 $8,028,979 5.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.