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Home > Institutional Investor > Ullmann Financial Group, Inc. > 13F Holdings

Instuitional Investor - Ullmann Financial Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 269,865 $202,099,012 18.37%
2.
Ishares Trust
 IEF 608,438 $99,948,066 9.08%
3.
Ishares Tr
 1,134,837 $85,827,752 7.8%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 1,482,823 $67,453,615 6.13%
5.
Blackrock Etf Trust
 DYNF 692,851 $47,120,807 4.28%
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.