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Home > Institutional Investor > Sincerus Advisory, Llc > Profile

Instuitional Investor - Sincerus Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Sincerus Advisory, Llc
Portfolio Value $106,401,643
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,127 $19,193,834 18.04%
2.
Ishares Trust
 VLUE 85,106 $7,723,362 7.26%
3.
Ishares Trust
 IEF 67,227 $6,408,096 6.02%
4.
Vanguard Specialized Funds - DIV APP ETF
 18,511 $3,871,326 3.64%
5.
Vanguard Tax-Managed Fds
 64,427 $3,738,044 3.51%
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)