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Home > Institutional Investor > Valmark Advisers, Inc. > 13F Holdings

Instuitional Investor - Valmark Advisers, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 11,643,989 $556,815,532 8.62%
2.
Spdr Series Trust
 4,635,243 $407,437,847 6.31%
3.
Spdr Series Trust
 7,666,293 $392,054,208 6.07%
4.
Spdr Series Trust
 5,995,677 $327,903,576 5.07%
5.
Vanguard Index Fds
 539,217 $290,535,286 4.49%
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)