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Home > Institutional Investor > Viridian Ria, Llc > Profile

Instuitional Investor - Viridian Ria, Llc

Fund Profile
Filing Period:
Fund Name: Viridian Ria, Llc
Portfolio Value $473,303,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Intl Fd
 986,054 $50,348,000 10.63%
2.
Spdr S & P 500 Etf Trust
 SPY 95,542 $45,378,000 9.58%
3.
Ishares Trust
 IEF 371,640 $42,557,000 8.99%
4.
Vanguard Index Fds
 136,019 $34,653,000 7.32%
5.
Vanguard Intl Equity Index Funds
 VWO 519,419 $25,690,000 5.42%
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)