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Home > Institutional Investor > Northern Oak Wealth Management Inc > Profile

Instuitional Investor - Northern Oak Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Northern Oak Wealth Management Inc
Portfolio Value $837,161,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 732,261 $42,712,802 5.1%
2.
Ishares Trust
 IEF 534,167 $40,115,915 4.79%
3.
Ishares Trust
 IEF 225,539 $39,218,947 4.68%
4.
Vanguard Scottsdale Funds
 372,615 $28,829,223 3.44%
5.
Vanguard Scottsdale Funds
 471,935 $27,995,194 3.34%
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)