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Home > Institutional Investor > Aspire Capital Advisors Llc > Profile

Instuitional Investor - Aspire Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Aspire Capital Advisors Llc
Portfolio Value $246,404,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 372,845 $26,203,572 10.63%
2.
Vanguard Index Fds
 55,338 $24,171,704 9.8%
3.
Schwab Strategic Trust
 FNDF 302,837 $23,054,945 9.35%
4.
Ishares Tr
 105,975 $18,568,975 7.53%
5.
Microsoft Corp
 MSFT 45,685 $17,179,247 6.97%
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)