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Home > Institutional Investor > Lenox Wealth Advisors, Inc. > Profile

Instuitional Investor - Lenox Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lenox Wealth Advisors, Inc.
Portfolio Value $797,791,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 476,940 $124,477,000 15.6%
2.
Ishares Inc
 EWA 982,560 $105,134,000 13.17%
3.
Spdr S & P 500 Etf Trust
 SPY 211,176 $94,516,000 11.84%
4.
Ishares Core Msci Eafe Etf
 804,026 $55,277,000 6.92%
5.
Spdr Series Trust
 844,785 $44,469,000 5.57%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)