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Home > Institutional Investor > Schear Investment Advisers, Llc > Profile

Instuitional Investor - Schear Investment Advisers, Llc

Fund Profile
Filing Period:
Fund Name: Schear Investment Advisers, Llc
Portfolio Value $103,691,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 20,743 $9,060,542 8.73%
2.
Apple Inc.
 AAPL 30,159 $5,806,512 5.59%
3.
Nvidia Corp
 NVDA 113,520 $5,621,737 5.42%
4.
Eli Lilly & Co
 LLY 7,780 $4,535,118 4.37%
5.
Microsoft Corp
 MSFT 11,228 $4,222,177 4.07%
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)