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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 $1,098,318,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 430,326 $205,536,415 18.71%
2.
Ishares Tr
 1,109,072 $78,023,230 7.1%
3.
Schwab Strategic Trust
 FNDF 956,470 $72,041,313 6.55%
4.
Apple Inc.
 AAPL 280,811 $54,064,602 4.92%
5.
Vanguard Index Fds
 107,512 $46,961,052 4.27%
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)