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Home > Institutional Investor > Exchange Bank > Profile

Instuitional Investor - Exchange Bank

Fund Profile
Filing Period:
Fund Name: Exchange Bank
Portfolio Value $124,366,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 28,401 $7,112,186 5.71%
2.
Ishares National Amt-Free Muni
 58,617 $6,245,643 5.02%
3.
Microsoft Corp
 MSFT 9,676 $4,078,449 3.27%
4.
Ishares Trust
 IEF 40,252 $3,900,422 3.13%
5.
Vanguard Total Stock Market Etf
 13,206 $3,827,230 3.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)