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Home > Institutional Investor > Targeted Financial Services Llc > Profile

Instuitional Investor - Targeted Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Targeted Financial Services Llc
Portfolio Value $135,505,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 615,521 $28,000,088 20.66%
2.
Goldman Sachs Etf Tr
 179,772 $25,507,961 18.82%
3.
Spdr Gold Trust
 GLD 35,937 $13,237,937 9.77%
4.
Ishares Tr
 152,836 $11,583,594 8.55%
5.
Spdr Series Trust
 KRE 223,427 $5,860,492 4.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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