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Home > Institutional Investor > Regis Management Co Llc > Profile

Instuitional Investor - Regis Management Co Llc

Fund Profile
Filing Period:
Fund Name: Regis Management Co Llc
Portfolio Value $316,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 466,580 $110,682 36.46%
2.
Vanguard Ftse Developed Markets Etf
 1,073,166 $51,405 16.93%
3.
Vanguard Intl Equity Index Funds
 VWO 612,833 $25,187 8.29%
4.
Ishares Trust
 IEF 227,382 $17,133 5.64%
5.
Ishares Core Msci Eafe Etf
 187,191 $13,169 4.33%
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)