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Home > Institutional Investor > Advisor Os, Llc > Profile

Instuitional Investor - Advisor Os, Llc

Fund Profile
Filing Period:
Fund Name: Advisor Os, Llc
Portfolio Value $768,378,645
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 132,779 $57,998,316 7.54%
2.
Pimco Etf Trust
 557,870 $55,669,896 7.24%
3.
Vanguard Specialized Funds
 306,037 $52,148,721 6.78%
4.
Ishares Trust
 IEF 426,012 $41,063,302 5.34%
5.
Apple Inc.
 AAPL 152,200 $29,303,124 3.81%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)