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Home > Institutional Investor > Roundangle Advisors Llc > Profile

Instuitional Investor - Roundangle Advisors Llc

Fund Profile
Filing Period:
Fund Name: Roundangle Advisors Llc
Portfolio Value $105,005,337
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 86,573 $5,394,364 5.13%
2.
Apple Inc.
 AAPL 21,426 $5,365,499 5.1%
3.
Vanguard Index Fds - VALUE ETF
 27,010 $4,572,793 4.35%
4.
Proshares Tr - S&P 500 DV ARIST
 43,612 $4,341,575 4.13%
5.
Vanguard Scottsdale Funds
 72,521 $4,206,239 4%
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)