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

Instuitional Investor - Steffes Financial, Ltd.

Fund Profile
Filing Period:
Fund Name: Steffes Financial, Ltd.
Portfolio Value $189,492,900
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 392,836 $55,951,621 29.53%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 71,956 $42,997,190 22.69%
3.
Schwab Strategic Trust
 SCHD 817,361 $23,809,732 12.56%
4.
Vanguard Admiral Fds Inc
 51,412 $20,960,265 11.06%
5.
Vanguard Tax-Managed Fds
 285,838 $18,316,516 9.67%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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