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Home > Institutional Investor > Vaughan And Company Securities, Inc. > Profile

Instuitional Investor - Vaughan And Company Securities, Inc.

Fund Profile
Filing Period:
Fund Name: Vaughan And Company Securities, Inc.
Portfolio Value $149,071,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,406 $17,757,825 11.91%
2.
Goldman Sachs Etf Tr
 182,723 $17,141,238 11.49%
3.
Ishares Trust
 IEF 56,061 $16,996,002 11.4%
4.
Ishares Tr
 150,531 $15,352,636 10.29%
5.
Ishares Tr
 251,515 $14,892,183 9.98%
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)