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Home > Institutional Investor > Advisory Services & Investments, Llc > 13F Holdings

Instuitional Investor - Advisory Services & Investments, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 755,319 $19,283,288 14.22%
2.
Vanguard Index Fds
 57,713 $13,426,261 9.9%
3.
Dimensional Etf Trust
 195,460 $11,653,309 8.59%
4.
Vanguard Index Fds
 25,531 $11,151,902 8.22%
5.
Dimensional Etf Trust
 276,929 $10,307,315 7.6%
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)