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Home > Institutional Investor > Squar Milner Financial Services Llc > Profile

Instuitional Investor - Squar Milner Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Squar Milner Financial Services Llc
Portfolio Value $166,452,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Bloomberg Barclays 1-3 Month T-Bill Etf - ETF
 201,069 $18,423,000 11.06%
2.
Spdr Series Trust
 206,037 $7,363,000 4.42%
3.
Spdr S & P 500 Etf Trust
 SPY 27,063 $6,975,000 4.19%
4.
Apple Inc.
 AAPL 103,584 $6,585,000 3.95%
5.
Microsoft Corp
 MSFT 31,825 $5,019,000 3.01%
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)