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Home > Institutional Investor > Investment Advisory Group, Llc > Profile

Instuitional Investor - Investment Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Investment Advisory Group, Llc
Portfolio Value $298,627,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 48,760 $20,012,895 6.7%
2.
Vanguard Whitehall Funds
 154,503 $19,713,079 6.6%
3.
Dimensional Etf Trust
 560,569 $19,390,090 6.49%
4.
Ishares Trust
 IEF 116,620 $13,436,955 4.49%
5.
Ishares Trust
 IEF 20,545 $12,094,679 4.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)