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Home > Institutional Investor > Billeaud Capital Management, Inc. > Profile

Instuitional Investor - Billeaud Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Billeaud Capital Management, Inc.
Portfolio Value $380,610,012
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 749,599 $56,939,540 14.96%
2.
Dimensional Etf Trust
 1,571,334 $53,676,769 14.1%
3.
Spdr Gold Trust
 GLD 251,955 $47,516,193 12.48%
4.
Ishares Trust
 IEF 332,650 $31,841,258 8.36%
5.
Wisdomtree Us Quality Dividend Gr Etf
 416,309 $29,999,227 7.88%
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)