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Home > Institutional Investor > Family Asset Management, Llc > Profile

Instuitional Investor - Family Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Family Asset Management, Llc
Portfolio Value $166,247,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 186,741 $19,454,631 11.7%
2.
Ishares Tr - MSCI USA QLT FCT
 57,477 $10,305,617 6.2%
3.
Ishares Tr - CORE MSCI EAFE
 121,874 $9,512,298 5.72%
4.
Ishares Trust
 IEF 72,498 $6,941,662 4.18%
5.
Ishares Tr
 104,752 $6,566,894 3.95%
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)