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Home > Institutional Investor > Scott Capital Advisors, Llc > Profile

Instuitional Investor - Scott Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Scott Capital Advisors, Llc
Portfolio Value $451,395,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 119,698 $75,066,345 16.63%
2.
Schwab Strategic Trust
 FNDF 1,764,850 $48,409,828 10.72%
3.
Vanguard Bond Index Funds
 BND 554,762 $43,204,835 9.57%
4.
Vanguard Index Fds - GROWTH ETF
 83,059 $40,521,346 8.98%
5.
Ishares Tr
 506,922 $35,190,533 7.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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