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Home > Institutional Investor > Trunorth Financial Services, Inc. > Profile

Instuitional Investor - Trunorth Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Trunorth Financial Services, Inc.
Portfolio Value $111,684,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - ETF
 236,045 $17,889,880 16.02%
2.
Schwab Strategic Trust
 SCHD 488,015 $15,474,942 13.86%
3.
Watford Holdings Ltd.
 WTREP 150,248 $14,471,861 12.96%
4.
Vanguard Whitehall Funds
 VYM 90,239 $14,260,437 12.77%
5.
Vanguard Scottsdale Funds
 VCIT 103,562 $6,027,304 5.4%
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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