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Home > Institutional Investor > Advyzon Investment Management, Llc > Profile

Instuitional Investor - Advyzon Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Advyzon Investment Management, Llc
Portfolio Value $862,042,556
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 106,195 $35,604,109 4.13%
2.
Ishares Trust
 IEF 29,146 $19,962,848 2.32%
3.
Graniteshares Gold Tr
 451,967 $19,204,078 2.23%
4.
Spdr Index Shs Fds
 368,327 $16,357,408 1.9%
5.
Vanguard Bond Index Funds
 BND 220,337 $16,320,334 1.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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