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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 $103,343,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Watford Holdings Ltd.
 WTREP 283,315 $14,885,359 14.4%
2.
Vanguard Whitehall Funds
 VYM 61,856 $9,160,874 8.86%
3.
Ishares Trust
 IEF 56,759 $7,271,985 7.04%
4.
Vanguard Index Fds - GROWTH ETF
 13,126 $5,733,306 5.55%
5.
Vanguard Index Fds - REAL ESTATE ETF
 57,769 $5,124,087 4.96%
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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