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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 $335,034,074
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,040,060 $29,080,088 8.68%
2.
Wisdomtree Tr
 349,694 $27,926,582 8.34%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 50,100 $25,746,760 7.68%
4.
Ishares Tr - RUS TP200 GR ETF
 112,425 $23,714,969 7.08%
5.
Microsoft Corp
 MSFT 46,684 $17,524,781 5.23%
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)