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Home > Institutional Investor > Esl Trust Services, Llc > Profile

Instuitional Investor - Esl Trust Services, Llc

Fund Profile
Filing Period:
Fund Name: Esl Trust Services, Llc
Portfolio Value $448,722,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 116,452 $68,552,957 15.27%
2.
Spdr Series Trust
 621,792 $54,655,522 12.18%
3.
Schwab Strategic Trust
 FNDF 1,760,748 $48,103,637 10.72%
4.
Vanguard Whitehall Funds
 528,893 $42,306,151 9.42%
5.
Avantis Intl Eq Etf
 689,270 $42,300,500 9.42%
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)