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Home > Institutional Investor > Fort Henry Capital, Llc > Profile

Instuitional Investor - Fort Henry Capital, Llc

Fund Profile
Filing Period:
Fund Name: Fort Henry Capital, Llc
Portfolio Value $129,331,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,672 $35,665,795 27.57%
2.
Vanguard Bond Index Funds
 BND 278,083 $21,417,914 16.56%
3.
Ishares Trust
 IEF 214,367 $21,275,900 16.45%
4.
Ishares Trust
 IEF 161,878 $17,523,247 13.54%
5.
Vanguard Index Fds
 132,252 $11,685,787 9.03%
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)