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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 $1,115,792,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 264,721 $202,736,382 18.17%
2.
Ishares Trust
 IEF 602,265 $100,144,662 8.98%
3.
Ishares Tr
 1,117,660 $87,009,808 7.8%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 1,856,413 $80,382,689 7.2%
5.
Blackrock Etf Trust
 DYNF 708,632 $49,079,880 4.4%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.