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Home > Institutional Investor > H D Vest Advisory Services > Profile

Instuitional Investor - H D Vest Advisory Services

Fund Profile
Filing Period:
Fund Name: H D Vest Advisory Services
Portfolio Value $15,923,082,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 10,380,321 $1,072,287,073 6.73%
2.
Ishares Trust
 IEF 1,791,134 $1,054,404,911 6.62%
3.
Ishares Trust
 IEF 8,993,758 $871,495,064 5.47%
4.
Schwab Strategic Trust
 FNDF 26,003,626 $710,419,014 4.46%
5.
Vanguard Index Fds
 3,147,762 $532,916,077 3.34%
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)