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Home > Institutional Investor > Snider Financial Group > Profile

Instuitional Investor - Snider Financial Group

Fund Profile
Filing Period:
Fund Name: Snider Financial Group
Portfolio Value $307,760,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,059 $32,061,592 10.42%
2.
Ishares Trust
 IEF 223,862 $22,144,475 7.2%
3.
Vanguard Specialized Funds - DIV APP ETF
 90,395 $17,535,723 5.7%
4.
Microsoft Corp
 MSFT 43,046 $16,159,172 5.25%
5.
Ishares Tr - US TREAS BD ETF
 619,114 $14,230,332 4.62%
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)