Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sunburst Financial Group, Llc > Profile

Instuitional Investor - Sunburst Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sunburst Financial Group, Llc
Portfolio Value $446,465,929
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,082,849 $49,634,286 11.12%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 1,063,227 $48,642,643 10.9%
3.
Etf Ser Solutions
 905,394 $37,483,332 8.4%
4.
Schwab Strategic Trust
 FNDF 1,383,074 $36,651,456 8.21%
5.
Spdr Series Trust
 351,980 $33,550,699 7.51%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)