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Home > Institutional Investor > Ellenbecker Investment Group > 13F Holdings

Instuitional Investor - Ellenbecker Investment Group

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 377,376 $180,246 41.74%
2.
Vanguard Index Fds
 232,025 $49,498 11.46%
3.
Ishares Trust
 IEF 282,306 $28,018 6.48%
4.
Ishares Trust
 IEF 64,426 $19,532 4.52%
5.
Vanguard Intl Equity Index F
 319,857 $15,321 3.54%
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)