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Home > Institutional Investor > Strategic Capital Advisers, Inc. > Profile

Instuitional Investor - Strategic Capital Advisers, Inc.

Fund Profile
Filing Period:
Fund Name: Strategic Capital Advisers, Inc.
Portfolio Value $121,113,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 88,338 $7,639,000 6.3%
2.
Schwab Strategic Trust
 FNDF 140,679 $6,217,000 5.13%
3.
Ishares Trust
 IAU 169,212 $5,806,000 4.79%
4.
Eli Lilly & Co
 LLY 14,214 $4,609,000 3.8%
5.
Vanguard Index Fds
 20,994 $3,960,000 3.26%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)