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Home > Institutional Investor > Asset Advisory Group, Inc. > Profile

Instuitional Investor - Asset Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Asset Advisory Group, Inc.
Portfolio Value $228,777,273
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,371 $18,626,156 8.14%
2.
Vanguard Scottsdale Funds
 VCIT 150,258 $11,874,930 5.19%
3.
Berkshire Hathaway Inc
 BRK-B 23,248 $11,633,068 5.08%
4.
Keycorp W
 KEY 479,123 $11,043,788 4.83%
5.
Dimensional Etf Trust
 DFAC 209,020 $9,272,156 4.05%
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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