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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 $217,591,594
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 533,270 $15,587,476 7.16%
2.
Vanguard Whitehall Funds
 123,893 $13,830,134 6.35%
3.
Vanguard Index Fds
 42,765 $13,294,936 6.11%
4.
Ishares Trust
 IEF 99,801 $10,803,452 4.96%
5.
Ishares Trust
 IEF 17,359 $8,291,240 3.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)