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Home > Institutional Investor > Bank Of Stockton > Profile

Instuitional Investor - Bank Of Stockton

Fund Profile
Filing Period:
Fund Name: Bank Of Stockton
Portfolio Value $301,795,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 88,911 $43,093,383 14.27%
2.
Ishares Trust
 IEF 150,263 $41,048,847 13.6%
3.
Vanguard Bond Index Funds
 BND 355,014 $26,814,207 8.88%
4.
Ishares Trust
 IEF 188,866 $19,706,278 6.52%
5.
Ishares Trust
 IEF 62,216 $10,755,280 3.56%
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)