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Home > Institutional Investor > Joel Isaacson & Co., Llc > 13F Holdings

Instuitional Investor - Joel Isaacson & Co., Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,373,538 $296,621,038 18.2%
2.
Vanguard Specialized Funds
 1,063,857 $181,281,310 11.12%
3.
Vanguard Whitehall Funds
 826,605 $92,273,877 5.66%
4.
Vanguard Index Fds
 348,776 $82,736,539 5.07%
5.
Vanguard Index Fds
 324,663 $75,529,588 4.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)