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Home > Institutional Investor > Sontag Advisory, Llc > Profile

Instuitional Investor - Sontag Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Sontag Advisory, Llc
Portfolio Value $7,039,581,038
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,126,988 $1,015,913,364 14.43%
2.
Vanguard Index Fds
 1,143,640 $499,542,039 7.09%
3.
Vanguard Tax-Managed Fds
 8,628,566 $413,308,311 5.87%
4.
Schwab Strategic Trust
 FNDF 5,195,285 $395,517,011 5.61%
5.
Ishares Trust
 IEF 1,354,309 $375,346,794 5.33%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)