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Home > Institutional Investor > Red Tortoise Llc > Profile

Instuitional Investor - Red Tortoise Llc

Fund Profile
Filing Period:
Fund Name: Red Tortoise Llc
Portfolio Value $193,034,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,142,388 $21,134,173 10.94%
2.
Schwab Strategic Trust
 FNDF 404,730 $13,441,093 6.96%
3.
Ishares Trust
 IEF 20,206 $11,894,870 6.16%
4.
Vanguard Scottsdale Funds
 175,523 $9,715,186 5.03%
5.
Schwab Strategic Trust
 FNDF 332,717 $8,860,263 4.58%
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)