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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 $575,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 539,482 $145,499 25.3%
2.
Vanguard Index Fds - EXTEND MKT ETF
 195,751 $37,189 6.46%
3.
Vanguard Star Fds
 554,658 $32,686 5.68%
4.
Apple Inc.
 AAPL 116,122 $29,080 5.05%
5.
Schwab Strategic Trust
 FNDF 653,829 $18,223 3.16%
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)