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Home > Institutional Investor > Zb,n.a. > Profile

Instuitional Investor - Zb,n.a.

Fund Profile
Filing Period:
Fund Name: Zb,n.a.
Portfolio Value $1,454,163,532
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Et
 806,217 $191,250,797 13.15%
2.
Ishares Trust
 IEF 1,275,546 $148,333,244 10.2%
3.
Ishares Trust
 IEF 840,781 $87,827,984 6.03%
4.
Ishares National Muni Bond Etf
 529,415 $57,393,880 3.94%
5.
Ishares Trust
 IEF 554,304 $55,014,672 3.78%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)