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Home > Institutional Investor > Rise Advisors, Llc > 13F Holdings

Instuitional Investor - Rise Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Etf
 173,019 $29,292,121 14.08%
2.
Vanguard Growth Etf
 69,909 $28,693,331 13.8%
3.
Dimensional Etf Trust
 583,897 $24,097,441 11.59%
4.
Janus Henderson Mortgage-Backed Securities Etf
 292,300 $12,913,813 6.21%
5.
Janus Henderson Short Duration Income Etf
 197,995 $9,683,936 4.65%
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)