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Home > Institutional Investor > S&a Financial Services, Inc. > Profile

Instuitional Investor - S&a Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: S&a Financial Services, Inc.
Portfolio Value $163,799,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 280,282 $11,886,766 7.26%
2.
Spdr Series Trust - ST PORT HIGH ETF
 483,315 $11,328,893 6.92%
3.
Vanguard World Fund
 VGT 82,055 $9,807,262 5.99%
4.
Schwab Strategic Trust
 SCHD 260,171 $8,804,171 5.37%
5.
American Centy Etf Tr
 95,843 $8,741,849 5.34%
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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