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Home > Institutional Investor > Sprinkle Financial Consultants Llc > 13F Holdings

Instuitional Investor - Sprinkle Financial Consultants Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 875,359 $23,056,891 12.87%
2.
J P Morgan Exchange Traded F
 138,206 $12,957,678 7.24%
3.
Ishares Trust
 IEF 97,652 $11,603,786 6.48%
4.
Dimensional Etf Trust
 345,974 $9,448,530 5.28%
5.
Oneok Inc W
 OKE 117,330 $8,561,570 4.78%
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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