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Home > Institutional Investor > Ashford Advisors, Llc > 13F Holdings

Instuitional Investor - Ashford Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 397,692 $246,926,963 57.22%
2.
Vanguard Index Fds
 164,727 $50,065,477 11.6%
3.
Schwab Strategic Trust
 FNDF 1,981,772 $48,632,685 11.27%
4.
Schwab Strategic Trust
 FNDF 1,421,169 $34,733,370 8.05%
5.
Schwab Strategic Trust
 FNDF 745,544 $17,766,314 4.12%
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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