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Home > Institutional Investor > Ratio Wealth Group > 13F Holdings

Instuitional Investor - Ratio Wealth Group

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 464,097 $37,721,804 8.16%
2.
Vanguard Index Fds
 60,865 $26,585,814 5.75%
3.
Ishares Tr
 469,489 $24,460,384 5.29%
4.
Global X Fds
 1,172,798 $22,752,273 4.92%
5.
Vanguard Specialized Funds
 130,442 $22,227,312 4.8%
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)