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Home > Institutional Investor > Us Financial Advisors, Llc > Profile

Instuitional Investor - Us Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Us Financial Advisors, Llc
Portfolio Value $338,350,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 138,602 $42,514,835 12.57%
2.
Ishares Trust
 IEF 55,534 $31,204,766 9.22%
3.
Ishares Trust
 VLUE 240,077 $19,621,533 5.8%
4.
Spdr Series Trust
 494,894 $14,144,084 4.18%
5.
Vanguard Index Fds - MID CAP ETF
 50,649 $13,098,789 3.87%
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)