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Home > Institutional Investor > Addison Advisors Llc > 13F Holdings

Instuitional Investor - Addison Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 88,226 $15,033,712 5.85%
2.
Vanguard Index Fds
 33,486 $10,410,137 4.05%
3.
Vanguard Scottsdale Funds
 159,095 $9,437,516 3.67%
4.
Dimensional Etf Trust
 208,751 $7,769,713 3.02%
5.
Ishares Tr
 75,392 $7,626,655 2.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)