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Home > Institutional Investor > Blue Rock Wealth Management Llc > Profile

Instuitional Investor - Blue Rock Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Blue Rock Wealth Management Llc
Portfolio Value $95,132,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 363,351 $10,126,584 10.64%
2.
Wisdomtree Tr
 120,432 $9,746,586 10.24%
3.
Ishares Tr
 48,138 $8,572,415 9.01%
4.
Janus Detroit Str Tr
 128,462 $6,283,076 6.6%
5.
Schwab Strategic Trust
 FNDF 154,792 $4,228,926 4.44%
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)