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Home > Institutional Investor > Lindbrook Capital, Llc > Profile

Instuitional Investor - Lindbrook Capital, Llc

Fund Profile
Filing Period:
Fund Name: Lindbrook Capital, Llc
Portfolio Value $1,001,522,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stk Mkt
 450,801 $106,938,924 10.67%
2.
Vanguard Total Intl Stock Idex Etf
 1,290,540 $74,799,696 7.46%
3.
Golub Capital Bdc Inc.
 GBDC 4,693,547 $70,872,563 7.07%
4.
Apple Inc.
 AAPL 286,995 $55,255,235 5.51%
5.
Spdr S & P 500 Etf Trust
 SPY 71,964 $34,205,319 3.41%
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)