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Home > Institutional Investor > Avenue 1 Advisors, Llc > Profile

Instuitional Investor - Avenue 1 Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Avenue 1 Advisors, Llc
Portfolio Value $223,127,283
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 541,834 $30,559,427 13.69%
2.
Vanguard Tax-Managed Fds
 584,819 $28,012,835 12.55%
3.
Vanguard Index Fds
 117,307 $17,537,351 7.85%
4.
Vanguard Index Fds
 55,617 $17,290,337 7.74%
5.
Vanguard Bond Index Funds
 BND 176,426 $12,976,107 5.81%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)