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Home > Institutional Investor > Nalls Sherbakoff Group, Llc > Profile

Instuitional Investor - Nalls Sherbakoff Group, Llc

Fund Profile
Filing Period:
Fund Name: Nalls Sherbakoff Group, Llc
Portfolio Value $102,785,879
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 317,728 $15,838,716 15.4%
2.
Schwab Strategic Trust
 FNDF 214,619 $7,288,460 7.09%
3.
Ishares Tr
 130,110 $6,483,393 6.3%
4.
Vanguard Index Fds
 75,869 $5,741,196 5.58%
5.
Schwab Strategic Trust
 FNDF 116,771 $5,164,764 5.02%
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)