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Home > Institutional Investor > Shelter Ins Retirement Plan > Profile

Instuitional Investor - Shelter Ins Retirement Plan

Fund Profile
Filing Period:
Fund Name: Shelter Ins Retirement Plan
Portfolio Value $78,019,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 80,061 $47,130,309 60.4%
2.
Ishares Tr
 224,262 $15,761,133 20.2%
3.
Ishares Inc
 148,902 $7,775,662 9.96%
4.
Booking Holdings Inc.
 BKNG 600 $2,981,052 3.82%
5.
Otis Worldwide Corp
 OTIS 16,000 $1,481,760 1.89%
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)