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Home > Institutional Investor > Dagco, Inc. > Profile

Instuitional Investor - Dagco, Inc.

Fund Profile
Filing Period:
Fund Name: Dagco, Inc.
Portfolio Value $301,898,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Dividend Growth Etf
 463,812 $28,450,200 9.42%
2.
Vanguard Whitehall Funds
 191,079 $24,379,735 8.07%
3.
Vanguard Growth Etf
 55,428 $22,749,663 7.53%
4.
Schwab Strategic Trust
 FNDF 710,433 $19,409,016 6.42%
5.
Ishares Trust
 IEF 29,872 $17,585,162 5.82%
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)