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Home > Institutional Investor > Re Dickinson Investment Advisors, Llc > Profile

Instuitional Investor - Re Dickinson Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Re Dickinson Investment Advisors, Llc
Portfolio Value $1,772,717
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,330,888 $370,918 20.92%
2.
Vanguard Tax-Managed Fds
 336,590 $160,957 9.07%
3.
Vanguard Intl Equity Index Funds
 VWO 329,617 $145,163 8.18%
4.
Ishares Trust
 IEF 19,953 $117,457 6.62%
5.
Ishares Trust
 IEF 58,746 $108,756 6.13%
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)