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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 $150,208,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 39,279 $17,157,067 11.42%
2.
Schwab Strategic Trust
 FNDF 159,905 $12,044,045 8.01%
3.
Schwab Strategic Trust
 FNDF 252,601 $9,336,133 6.21%
4.
Ishares Trust
 IEF 79,343 $8,588,880 5.71%
5.
Tesla Inc.
 TSLA 18,042 $4,483,076 2.98%
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)