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Home > Institutional Investor > Moneco Advisors, Llc > Profile

Instuitional Investor - Moneco Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Moneco Advisors, Llc
Portfolio Value $524,958,010
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 105,485 $20,309,023 3.86%
2.
Vanguard Index Fds
 54,094 $16,816,820 3.2%
3.
Ishares Trust
 IEF 63,576 $14,202,267 2.7%
4.
Microsoft Corp
 MSFT 35,438 $13,326,159 2.53%
5.
Schwab Strategic Trust
 FNDF 147,164 $11,203,623 2.13%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)