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Home > Institutional Investor > Jt Stratford Llc > Profile

Instuitional Investor - Jt Stratford Llc

Fund Profile
Filing Period:
Fund Name: Jt Stratford Llc
Portfolio Value $437,256,214
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 324,818 $23,890,388 5.46%
2.
Ishares Trust
 IEF 82,044 $21,516,905 4.92%
3.
Spdr Index Shs Fds
 595,532 $20,254,045 4.63%
4.
Vanguard Specialized Funds
 97,748 $16,656,204 3.8%
5.
Etf Ser Solutions
 478,366 $11,320,376 2.58%
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)