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Home > Institutional Investor > Integrated Investment Consultants, Llc > Profile

Instuitional Investor - Integrated Investment Consultants, Llc

Fund Profile
Filing Period:
Fund Name: Integrated Investment Consultants, Llc
Portfolio Value $509,863,081
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 76,646 $36,276,464 7.11%
2.
Ishares Trust
 IEF 180,699 $24,744,885 4.85%
3.
Uwm Holdings Corp
 UWMC 5,344,985 $23,411,034 4.59%
4.
Ishares Short Duration Bond Active Etf - ETF
 404,474 $20,668,627 4.05%
5.
Ishares Trust
 IEF 91,112 $19,164,498 3.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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