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Home > Institutional Investor > Rodgers & Associates, Ltd > Profile

Instuitional Investor - Rodgers & Associates, Ltd

Fund Profile
Filing Period:
Fund Name: Rodgers & Associates, Ltd
Portfolio Value $737,420,554
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 421,899 $63,073,828 8.55%
2.
Vanguard Index Fds
 296,187 $53,304,817 7.22%
3.
Ishares Trust
 IEF 465,440 $48,619,897 6.59%
4.
Vanguard Index Fds
 321,274 $46,587,936 6.31%
5.
Ishares Trust
 IEF 149,865 $45,434,473 6.16%
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)