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Home > Institutional Investor > Ashford Advisors, Llc > Profile

Instuitional Investor - Ashford Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ashford Advisors, Llc
Portfolio Value $484,785,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 341,964 $256,093,236 52.83%
2.
Schwab Strategic Trust
 SCHD 1,828,254 $56,858,700 11.73%
3.
Vanguard Index Fds
 152,610 $56,471,640 11.65%
4.
Schwab Strategic Trust
 SCHD 1,297,442 $38,183,718 7.88%
5.
Ishares Tr - MSCI ACWI ETF
 120,933 $18,982,853 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.