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Home > Institutional Investor > Schaeffer Financial Llc > Profile

Instuitional Investor - Schaeffer Financial Llc

Fund Profile
Filing Period:
Fund Name: Schaeffer Financial Llc
Portfolio Value $102,411,792
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 858,887 $20,467,276 19.99%
2.
Schwab Strategic Trust
 FNDF 702,940 $18,627,898 18.19%
3.
Ishares Tr
 348,482 $18,385,884 17.95%
4.
Spdr Index Shs Fds - PORTFLI MSCI GBL
 246,783 $17,028,029 16.63%
5.
Schwab Strategic Trust
 FNDF 421,355 $12,307,771 12.02%
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)