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Home > Institutional Investor > S. R. Schill & Associates > 13F Holdings

Instuitional Investor - S. R. Schill & Associates

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core U.s. Reit Etf - ETF
 311,794 $17,868,899 14.94%
2.
Ishares Core Msci Eafe Etf - ETF
 234,608 $16,488,266 13.79%
3.
Vanguard Scottsdale Funds
 174,738 $15,609,383 13.05%
4.
Spdr Series Trust
 220,905 $15,229,168 12.73%
5.
Spdr Series Trust
 452,589 $12,618,177 10.55%
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)