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Home > Institutional Investor > Salus Financial Advisors, Llc > Profile

Instuitional Investor - Salus Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Salus Financial Advisors, Llc
Portfolio Value $132,225,344
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 61,120 $34,343,260 25.97%
2.
Ishares Trust
 IEF 183,198 $16,907,375 12.79%
3.
Fidelity Covington Trust
 541,172 $16,105,285 12.18%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 273,006 $12,462,725 9.43%
5.
Fidelity Covington Trust
 175,245 $7,004,543 5.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)