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Home > Institutional Investor > Pax Financial Group, Llc > Profile

Instuitional Investor - Pax Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Pax Financial Group, Llc
Portfolio Value $523,267,475
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 517,087 $23,904,924 4.57%
2.
Ishares Trust
 IEF 37,743 $23,434,381 4.48%
3.
Ishares Tr - MSCI USA QLT FCT
 110,067 $20,122,516 3.85%
4.
Ishares Trust
 IEF 179,732 $19,788,493 3.78%
5.
Ishares Tr - EAFE VALUE ETF
 295,215 $18,740,260 3.58%
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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