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Home > Institutional Investor > Three Bearings Fiduciary Advisors, Inc. > Profile

Instuitional Investor - Three Bearings Fiduciary Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Three Bearings Fiduciary Advisors, Inc.
Portfolio Value $111,598,235
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Watford Holdings Ltd.
 WTREP 284,239 $16,065,173 14.4%
2.
Vanguard Whitehall Funds
 VYM 60,937 $9,629,875 8.63%
3.
Ishares Trust
 IEF 58,018 $8,494,374 7.61%
4.
Vanguard Index Fds - GROWTH ETF
 75,556 $6,508,394 5.83%
5.
Vanguard Index Fds - REAL ESTATE ETF
 57,804 $5,574,049 4.99%
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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