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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 $10,061,820,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,556,471 $1,504,943,960 14.95%
2.
Vanguard Index Fds
 1,171,516 $631,224,218 6.27%
3.
Vanguard Msci Eafe Etf
 10,683,889 $510,903,581 5.07%
4.
Ishares Trust
 IEF 7,606,982 $473,991,058 4.71%
5.
Schwab Strategic Trust
 FNDF 15,144,112 $413,737,144 4.11%
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)