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Home > Institutional Investor > Etfidea, Llc > Profile

Instuitional Investor - Etfidea, Llc

Fund Profile
Filing Period:
Fund Name: Etfidea, Llc
Portfolio Value $266,026,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 559,586 $30,116,942 11.32%
2.
Vanguard Index Fds
 52,307 $16,261,169 6.11%
3.
Ishares Trust
 IEF 45,996 $13,944,607 5.24%
4.
Vanguard Index Fds
 52,557 $12,706,706 4.77%
5.
Ishares Trust
 IEF 118,027 $12,164,993 4.57%
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)