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Home > Institutional Investor > Second Half Financial Partners, Llc > Profile

Instuitional Investor - Second Half Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Second Half Financial Partners, Llc
Portfolio Value $202,687,645
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 695,415 $63,554,021 31.35%
2.
Schwab Strategic Trust
 FNDF 163,543 $12,450,529 6.14%
3.
Ishares Trust
 IEF 124,456 $11,996,314 5.91%
4.
J P Morgan Exchange Traded F
 221,435 $11,056,250 5.45%
5.
Vanguard Bond Index Funds
 BND 103,636 $7,729,173 3.81%
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)