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Home > Institutional Investor > Pettinga Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Pettinga Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 85,307 $63,885,313 10.24%
2.
Blackrock Etf Trust
 DYNF 1,076,072 $39,384,236 6.31%
3.
Ishares Trust
 IEF 254,988 $35,068,493 5.62%
4.
Ishares Tr
 402,597 $30,448,386 4.88%
5.
Ishares Trust
 IEF 121,132 $27,504,185 4.41%
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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