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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 $1,108,549,245
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stk Mkt
 481,303 $139,486,313 12.58%
2.
Vanguard Total Intl Stock Idex Etf
 1,224,197 $72,141,906 6.5%
3.
Apple Inc.
 AAPL 248,302 $62,179,850 5.6%
4.
Spdr S & P 500 Etf Trust
 SPY 81,273 $47,632,568 4.29%
5.
Golub Capital Bdc Inc.
 GBDC 3,040,538 $46,094,549 4.15%
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)