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Home > Institutional Investor > Morris Retirement Advisors, Llc > Profile

Instuitional Investor - Morris Retirement Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Morris Retirement Advisors, Llc
Portfolio Value $238,193,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 189,711 $15,861,707 6.66%
2.
Invesco Exchange Traded Fd T
 247,212 $14,125,708 5.93%
3.
Ishares Trust
 IEF 20,025 $13,715,993 5.76%
4.
Direxion Shs Etf Tr
 124,104 $12,697,077 5.33%
5.
First Tr Exchange-Traded Fd
 232,834 $11,639,351 4.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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