Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Somnio Financial Group, Llc > Profile

Instuitional Investor - Somnio Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Somnio Financial Group, Llc
Portfolio Value $139,727,717
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,321 $36,832,635 26.36%
2.
Vanguard Intl Equity Index Funds
 VWO 402,732 $27,071,652 19.37%
3.
Vanguard Index Fds - MID CAP ETF
 46,396 $12,982,982 9.29%
4.
Ishares Trust
 IEF 123,241 $12,225,492 8.75%
5.
Vanguard Index Fds - REAL ESTATE ETF
 125,583 $11,184,432 8%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)