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Home > Institutional Investor > Smithfield Trust Co > 13F Holdings

Instuitional Investor - Smithfield Trust Co

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 413,101 $259,115 11.46%
2.
Vanguard Scottsdale Funds
 2,026,919 $119,026 5.26%
3.
Vanguard Bond Index Funds
 BND 1,268,269 $99,930 4.42%
4.
Ishares Trust
 IEF 1,111,801 $92,074 4.07%
5.
Vanguard Scottsdale Funds
 960,454 $76,599 3.39%
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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