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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 $139,262,892
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 62,468 $35,100,921 25.2%
2.
Ishares Trust
 IEF 275,387 $27,241,243 19.56%
3.
Vanguard Bond Index Funds
 BND 221,940 $17,373,463 12.48%
4.
Ishares Trust
 IEF 161,087 $16,844,875 12.1%
5.
Vanguard Index Fds - REAL ESTATE ETF
 142,749 $12,924,472 9.28%
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)