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Home > Institutional Investor > Greenwood Gearhart Inc > Profile

Instuitional Investor - Greenwood Gearhart Inc

Fund Profile
Filing Period:
Fund Name: Greenwood Gearhart Inc
Portfolio Value $1,450,195,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
S&P 500 Index Etf
 275,872 $148,642,666 10.24%
2.
Schwab Strategic Trust
 FNDF 5,923,808 $137,313,881 9.46%
3.
Ishares Intermediate Corp Bond Etf
 1,329,506 $68,482,854 4.72%
4.
Apple Inc.
 AAPL 236,587 $59,246,031 4.08%
5.
Walmart Inc.
 WMT 651,827 $58,892,592 4.06%
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)