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Home > Institutional Investor > Dt Investment Partners, Llc > Profile

Instuitional Investor - Dt Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Dt Investment Partners, Llc
Portfolio Value $924,749,506
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 410,081 $201,304,844 21.76%
2.
Vanguard Tax-Managed Fds
 1,320,180 $62,906,594 6.8%
3.
Ishares Tr
 555,511 $58,084,219 6.28%
4.
Ishares Trust
 IEF 145,030 $40,247,204 4.35%
5.
Vanguard Intl Equity Index Funds
 VWO 673,633 $37,393,344 4.04%
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)