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Home > Institutional Investor > Blue Square Asset Management, Llc > Profile

Instuitional Investor - Blue Square Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Blue Square Asset Management, Llc
Portfolio Value $225,246,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 31,965 $20,046,025 8.9%
2.
Ishares Trust
 IEF 121,205 $14,566,417 6.47%
3.
Invesco Qqq Trust Series I
 20,698 $12,715,042 5.64%
4.
Nvidia Corp
 NVDA 55,657 $10,380,032 4.61%
5.
Access Treasury 0-1 Year Etf
 92,150 $9,209,471 4.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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