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Home > Institutional Investor > Proequities, Inc. > Profile

Instuitional Investor - Proequities, Inc.

Fund Profile
Filing Period:
Fund Name: Proequities, Inc.
Portfolio Value $1,401,123,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 116,529 $55,657,837 3.97%
2.
Vanguard World Fd
 206,990 $35,039,227 2.5%
3.
Vanguard Tax Managed Intl Fd
 589,566 $28,240,211 2.01%
4.
Apple Inc.
 AAPL 135,196 $24,413,725 1.74%
5.
Ishares Trust
 IEF 241,114 $23,930,516 1.7%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)