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Home > Institutional Investor > Cascadia Advisory Services, Llc > Profile

Instuitional Investor - Cascadia Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Cascadia Advisory Services, Llc
Portfolio Value $493,198,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 48,100 $18,971,000 3.84%
2.
Spdr S & P 500 Etf Trust
 SPY 34,124 $14,644,000 2.96%
3.
Ishares Trust
 IEF 31,646 $13,634,000 2.76%
4.
First Tr Exchange-Traded Fd
 331,508 $11,275,000 2.28%
5.
Ishares Trust
 IEF 125,751 $10,833,000 2.19%
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)