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Home > Institutional Investor > Resource Management, Llc > Profile

Instuitional Investor - Resource Management, Llc

Fund Profile
Filing Period:
Fund Name: Resource Management, Llc
Portfolio Value $969,816,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 627,922 $298,238,000 30.75%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 270,646 $140,108,000 14.44%
3.
Spdr Series Trust
 752,116 $63,719,000 6.57%
4.
Schwab Strategic Trust
 FNDF 779,610 $62,704,000 6.46%
5.
Apple Inc.
 AAPL 296,598 $52,667,000 5.43%
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)