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Home > Institutional Investor > Visionary Horizons, Llc > Profile

Instuitional Investor - Visionary Horizons, Llc

Fund Profile
Filing Period:
Fund Name: Visionary Horizons, Llc
Portfolio Value $141,944,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 982,502 $24,601,853 17.33%
2.
Spdr Series Trust
 444,864 $22,719,229 16.01%
3.
Schwab Strategic Trust
 FNDF 200,470 $7,245,003 5.1%
4.
American Centy Etf Tr
 61,838 $5,390,429 3.8%
5.
American Centy Etf Tr - US EQT ETF
 53,614 $4,952,934 3.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)