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Home > Institutional Investor > Ashford Advisors, Llc > Profile

Instuitional Investor - Ashford Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ashford Advisors, Llc
Portfolio Value $432,556,678
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 428,453 $252,221,712 58.3%
2.
Vanguard Index Fds
 170,996 $49,556,351 11.45%
3.
Schwab Strategic Trust
 FNDF 2,005,958 $47,501,085 10.98%
4.
Schwab Strategic Trust
 FNDF 1,709,048 $39,615,733 9.15%
5.
Schwab Strategic Trust
 FNDF 758,748 $17,223,580 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)