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Home > Institutional Investor > Tactical Allocation Group Llc > Profile

Instuitional Investor - Tactical Allocation Group Llc

Fund Profile
Filing Period:
Fund Name: Tactical Allocation Group Llc
Portfolio Value $62,597,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 111,883 $11,229,000 17.93%
2.
Vanguard Scottsdale Funds
 103,767 $8,389,000 13.4%
3.
Ishares Trust
 IEF 55,954 $6,320,000 10.09%
4.
Dbx Etf Tr
 219,476 $5,485,000 8.76%
5.
Ishares Tr
 112,680 $5,438,000 8.68%
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)