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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 $839,175,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 399,316 $67,604,190 8.05%
2.
Vanguard Index Fds - SM CP VAL ETF
 293,771 $58,219,479 6.93%
3.
Vanguard Index Fds
 339,152 $54,864,551 6.53%
4.
Ishares Trust
 IEF 418,369 $53,028,292 6.31%
5.
Ishares Trust
 IEF 125,669 $50,466,023 6.01%
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)