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Home > Institutional Investor > Fund Evaluation Group, Llc > Profile

Instuitional Investor - Fund Evaluation Group, Llc

Fund Profile
Filing Period:
Fund Name: Fund Evaluation Group, Llc
Portfolio Value $1,373,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,042,630 $497,991 36.24%
2.
Ishares Tr
 9,948,394 $229,211 16.68%
3.
Schwab Strategic Trust
 FNDF 2,359,400 $195,737 14.24%
4.
Schwab Strategic Trust
 FNDF 1,958,969 $72,403 5.26%
5.
Schwab Strategic Trust
 FNDF 1,050,626 $59,255 4.31%
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)