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Home > Institutional Investor > William Howard & Co Financial Advisors Inc > Profile

Instuitional Investor - William Howard & Co Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: William Howard & Co Financial Advisors Inc
Portfolio Value $110,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,595 $27,429 24.82%
2.
Ishares Trust
 IEF 138,502 $12,805 11.58%
3.
Ishares Trust
 IEF 47,948 $10,594 9.58%
4.
Ishares Trust
 IEF 156,941 $9,458 8.55%
5.
Ishares Trust
 IEF 16,041 $5,361 4.85%
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)