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Home > Institutional Investor > James J. Burns & Company, Llc > Profile

Instuitional Investor - James J. Burns & Company, Llc

Fund Profile
Filing Period:
Fund Name: James J. Burns & Company, Llc
Portfolio Value $419,857
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 554,690 $121,005 28.82%
2.
Vanguard Index Fds
 182,936 $30,078 7.16%
3.
Vanguard Star Fds
 464,417 $26,918 6.41%
4.
Schwab Strategic Trust
 FNDF 178,728 $14,827 3.53%
5.
Schwab Strategic Trust
 FNDF 283,341 $13,210 3.14%
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)