Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Rfg - Bristol Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Rfg - Bristol Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 67,230 $51,487,774 12.26%
2.
Spdr Index Shs Fds - ST STR PO EX ETF
 657,308 $33,003,450 7.86%
3.
Ishares Trust
 IEF 204,261 $14,696,606 3.5%
4.
Schwab Strategic Trust
 SCHD 395,636 $14,420,930 3.43%
5.
Spdr Series Trust
 KRE 59,621 $14,248,593 3.39%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

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