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Home > Institutional Investor > Benchmark Investment Advisors Llc > Profile

Instuitional Investor - Benchmark Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Benchmark Investment Advisors Llc
Portfolio Value $1,160,468,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 785,744 $78,786,527 6.78%
2.
Spdr Ser Tr
 832,553 $76,086,983 6.55%
3.
Sector Spdr Trust
 XLB 267,343 $51,458,131 4.43%
4.
Ishares Trust
 IEF 89,102 $42,558,021 3.66%
5.
Simplify Exchange Traded Fun
 1,742,146 $40,330,684 3.47%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)