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Home > Institutional Investor > Fragasso Group Inc. > Profile

Instuitional Investor - Fragasso Group Inc.

Fund Profile
Filing Period:
Fund Name: Fragasso Group Inc.
Portfolio Value $1,347,288,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 408,743 $229,672,969 17.05%
2.
Ishares Tr
 531,434 $90,816,767 6.74%
3.
Fidelity Covington Trust
 2,649,516 $82,638,397 6.13%
4.
Schwab Strategic Trust
 FNDF 3,000,909 $78,623,823 5.84%
5.
Ishares Tr
 990,034 $74,896,086 5.56%
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)