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Home > Institutional Investor > Stewardship Advisors, Llc > Profile

Instuitional Investor - Stewardship Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Stewardship Advisors, Llc
Portfolio Value $277,353,492
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 84,068 $40,153,505 14.47%
2.
Ishares Tr
 741,994 $17,095,550 6.16%
3.
Vanguard Whitehall Funds
 241,636 $16,066,378 5.79%
4.
Schwab Strategic Trust
 FNDF 205,170 $15,619,573 5.63%
5.
Ishares Tr
 308,211 $15,348,923 5.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)