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Home > Institutional Investor > Ellenbecker Investment Group > Profile

Instuitional Investor - Ellenbecker Investment Group

Fund Profile
Filing Period:
Fund Name: Ellenbecker Investment Group
Portfolio Value $559,150,285
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 365,026 $214,883,884 38.43%
2.
Vanguard Index Fds
 229,571 $55,161,484 9.86%
3.
Ishares Trust
 IEF 103,844 $41,701,840 7.45%
4.
Ishares Trust
 IEF 421,377 $40,831,462 7.3%
5.
Vanguard Intl Equity Index F
 356,203 $17,033,647 3.04%
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)