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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 $112,334,842
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 320,857 $17,862,135 15.9%
2.
Schwab Strategic Trust
 FNDF 224,149 $8,284,550 7.37%
3.
Ishares Tr
 124,450 $6,381,163 5.68%
4.
Vanguard Index Fds - REAL ESTATE ETF
 71,313 $6,301,213 5.61%
5.
Schwab Strategic Trust
 FNDF 113,375 $5,285,526 4.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)