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Home > Institutional Investor > Woodward Financial Advisors, Inc. > 13F Holdings

Instuitional Investor - Woodward Financial Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,027 $45,205,726 17.81%
2.
Dimensional Etf Trust
 DFAC 934,326 $43,419,998 17.1%
3.
Dimensional Etf Trust
 DFAC 788,347 $29,649,747 11.68%
4.
Dimensional Etf Trust
 DFAC 562,444 $22,340,275 8.8%
5.
Vanguard Malvern Fds
 446,946 $21,998,672 8.67%
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.