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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 $165,870,428
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,883 $20,433,588 12.31%
2.
Goldman Sachs Etf Tr
 173,272 $19,957,505 12.03%
3.
Ishares Trust
 IEF 68,219 $19,634,868 11.83%
4.
Ishares Tr
 158,310 $17,771,926 10.71%
5.
Ishares Tr
 260,523 $16,519,750 9.95%
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)