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Home > Institutional Investor > Seneca Financial Advisors Llc > 13F Holdings

Instuitional Investor - Seneca Financial Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 147,516 $30,192,074 11.64%
2.
Schwab Strategic Trust
 FNDF 797,120 $23,283,863 8.97%
3.
Ishares Tr - US TREAS BD ETF
 902,112 $20,730,539 7.99%
4.
Schwab Strategic Trust
 FNDF 652,489 $18,054,359 6.96%
5.
Schwab Strategic Trust
 FNDF 596,091 $16,720,365 6.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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