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Home > Institutional Investor > Steffes Financial, Ltd. > Profile

Instuitional Investor - Steffes Financial, Ltd.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Steffes Financial, Ltd.
Portfolio Value	$191,514,039

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	395,904	$58,866,980	30.74%
2.	Vanguard Index Fds - S&P 500 ETF SHS		70,746	$44,366,942	23.17%
3.	Schwab Strategic Trust	FNDF	742,727	$24,227,753	12.65%
4.	Vanguard Admiral Fds Inc		47,352	$21,052,169	10.99%
5.	Vanguard Tax-Managed Fds		253,046	$15,807,784	8.25%