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Home > Institutional Investor > Woodtrust Financial Corp > Profile

Instuitional Investor - Woodtrust Financial Corp

Fund Profile
Filing Period:
Fund Name: Woodtrust Financial Corp
Portfolio Value $710,841
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 892,073 $67,450 9.48%
2.
Vanguard Index Fds Mcap Gr Idxvip
 110,633 $28,073 3.94%
3.
Vanguard Index Fds Mcap Vl Idxvip
 171,952 $27,817 3.91%
4.
Ishares Trust
 IEF 160,090 $26,282 3.69%
5.
Microsoft Corp
 MSFT 61,982 $26,126 3.67%
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)