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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 $139,777,932
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,719 $37,509,966 26.83%
2.
Ishares Trust
 IEF 273,798 $26,530,988 18.98%
3.
Ishares Trust
 IEF 160,996 $18,549,967 13.27%
4.
Vanguard Bond Index Funds
 BND 224,889 $17,377,173 12.43%
5.
Vanguard Index Fds - REAL ESTATE ETF
 138,294 $12,319,207 8.81%
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)