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Home > Institutional Investor > Xml Financial, Llc > 13F Holdings

Instuitional Investor - Xml Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,719,873 $61,795,027 4.44%
2.
Ishares Tr
 588,893 $44,396,669 3.19%
3.
Schwab Strategic Trust
 SCHD 1,278,661 $42,592,218 3.06%
4.
Apple Inc.
 AAPL 113,884 $37,925,628 2.72%
5.
Vanguard World Fund
 VGT 290,885 $36,555,582 2.63%
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.