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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 $612,630,688
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 227,447 $108,635,664 17.73%
2.
Ishares Trust
 IEF 669,876 $70,491,038 11.5%
3.
Ishares Tr
 1,357,318 $65,544,871 10.69%
4.
Dimensional Etf Trust
 1,093,462 $31,283,958 5.1%
5.
Dimensional Etf Trust
 732,041 $31,038,536 5.06%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)