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Home > Institutional Investor > Ascent Advisors, Llc > Profile

Instuitional Investor - Ascent Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Advisors, Llc
Portfolio Value $519,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 11,910 $286,316 55.13%
2.
Ishares Trust
 IEF 2,333 $233,020 44.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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