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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 $1,310,773,198
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 457,672 $269,422,510 20.55%
2.
Schwab Strategic Trust
 FNDF 3,345,175 $92,694,790 7.07%
3.
Ishares Tr
 1,102,272 $77,467,689 5.91%
4.
Ishares Tr
 398,770 $71,012,900 5.41%
5.
Apple Inc.
 AAPL 282,484 $70,739,643 5.39%
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)