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Home > Institutional Investor > Sweet Financial Partners, Llc > Profile

Instuitional Investor - Sweet Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sweet Financial Partners, Llc
Portfolio Value $461,790,916
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 167,533 $88,402,236 19.14%
2.
Schwab Strategic Trust
 FNDF 279,479 $23,624,384 5.12%
3.
First Tr Exchange-Traded Fd
 386,015 $22,855,933 4.95%
4.
Vanguard Intl Equity Index Funds
 VWO 327,798 $20,651,294 4.47%
5.
Ishares Tr
 189,413 $11,531,454 2.5%
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)