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Home > Institutional Investor > Schuylkill Financial Llc > Profile

Instuitional Investor - Schuylkill Financial Llc

Fund Profile
Filing Period:
Fund Name: Schuylkill Financial Llc
Portfolio Value $108,178,621
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 14,627 $10,954,224 10.13%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 215,562 $9,805,894 9.06%
3.
Vanguard Bond Index Funds
 BND 127,247 $9,341,185 8.63%
4.
Vanguard Tax-Managed Fds
 97,263 $6,929,997 6.41%
5.
Ishares Trust
 HYG 70,482 $6,807,171 6.29%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.