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Home > Institutional Investor > Ullmann Financial Group, Inc. > Profile

Instuitional Investor - Ullmann Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Ullmann Financial Group, Inc.
Portfolio Value $846,344,590
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 260,430 $161,701,182 19.11%
2.
Ishares Tr
 1,463,380 $93,846,547 11.09%
3.
Ishares Trust
 IEF 641,429 $86,618,638 10.23%
4.
Dimensional Etf Trust
 1,246,148 $38,742,732 4.58%
5.
Dimensional Etf Trust
 856,406 $36,191,709 4.28%
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)