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Home > Institutional Investor > Bryant Woods Investment Advisors, Llc > Profile

Instuitional Investor - Bryant Woods Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bryant Woods Investment Advisors, Llc
Portfolio Value $206,440,689
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 116,100 $68,347,083 33.1%
2.
Ishares Trust
 IEF 389,098 $24,244,968 11.74%
3.
Vanguard Index Fds
 38,671 $20,836,298 10.09%
4.
Apple Inc.
 AAPL 67,500 $16,904,011 8.18%
5.
Ishares Trust
 IEF 99,349 $11,448,036 5.54%
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)