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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 $1,181,906,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 375,641 $220,155,925 18.62%
2.
Ishares Trust
 IEF 129,319 $76,127,531 6.44%
3.
Vanguard Tax-Managed Fds
 1,567,623 $74,963,734 6.34%
4.
Ishares Trust
 IEF 1,141,396 $71,120,405 6.01%
5.
Ishares Tr
 504,258 $52,558,859 4.44%
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)