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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 $298,931,873
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 161,475 $20,823,834 6.97%
2.
Vanguard Index Fds - GROWTH ETF
 53,236 $19,741,154 6.6%
3.
Dimensional Etf Trust
 567,641 $18,726,467 6.26%
4.
Ishares Trust
 IEF 117,693 $12,307,126 4.12%
5.
Ishares Trust
 IEF 21,083 $11,846,449 3.96%
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)