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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 $94,413,927
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 216,344 $16,470,249 17.44%
2.
Schwab Strategic Trust
 FNDF 286,521 $15,950,611 16.89%
3.
Ishares Tr
 288,581 $14,796,996 15.67%
4.
Spdr Index Shs Fds
 243,912 $13,498,091 14.29%
5.
Schwab Strategic Trust
 FNDF 134,798 $11,182,840 11.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)