Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Diversified, Llc > Profile

Instuitional Investor - Diversified, Llc

Fund Profile
Filing Period:
Fund Name: Diversified, Llc
Portfolio Value $910,971,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,966,741 $269,143,395 29.54%
2.
Schwab Strategic Trust
 FNDF 1,209,629 $102,249,975 11.22%
3.
Ishares Trust
 IEF 306,517 $67,706,482 7.43%
4.
Ishares Trust
 IEF 87,635 $50,549,406 5.55%
5.
Sector Spdr Trust
 XLB 536,443 $48,494,420 5.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)