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Home > Institutional Investor > Star Financial Bank > Profile

Instuitional Investor - Star Financial Bank

Fund Profile
Filing Period:
Fund Name: Star Financial Bank
Portfolio Value $136,585,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 45,053 $16,268,188 11.91%
2.
Vanguard Value Etf
 71,810 $12,404,459 9.08%
3.
Invesco Qqq Trust Series 1
 11,380 $5,336,310 3.91%
4.
Ishares Trust
 IEF 84,639 $4,938,686 3.62%
5.
Ishares Tr - Fixed Income ETF
 160,223 $3,878,999 2.84%
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)