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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 $672,962,151
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 111,568 $83,552,092 12.42%
2.
Ishares Tr
 735,092 $33,924,493 5.04%
3.
Ishares Trust
 IEF 233,600 $32,127,008 4.77%
4.
Blackrock Etf Trust
 DYNF 447,980 $30,467,120 4.53%
5.
Ishares Trust
 IEF 118,225 $26,844,169 3.99%
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.