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Home > Institutional Investor > Integrated Investment Consultants, Llc > Profile

Instuitional Investor - Integrated Investment Consultants, Llc

Fund Profile
Filing Period:
Fund Name: Integrated Investment Consultants, Llc
Portfolio Value $484,979,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 112,138 $45,032,574 9.28%
2.
Ishares Trust
 IEF 335,642 $42,542,622 8.77%
3.
Schwab Strategic Trust
 FNDF 561,993 $15,353,654 3.16%
4.
Ishares Trust
 IEF 85,612 $14,895,740 3.07%
5.
Ishares Core Msci Eafe Etf
 169,822 $11,935,078 2.46%
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)