Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Avise Financial Cooperative, Inc. > 13F Holdings

Instuitional Investor - Avise Financial Cooperative, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 11,714 $8,772,138 6.22%
2.
Blackrock Etf Trust
 DYNF 99,006 $7,936,357 5.63%
3.
Vanguard Index Fds - VALUE ETF
 32,704 $7,127,272 5.05%
4.
Ishares Tr
 149,742 $7,099,285 5.03%
5.
Dimensional Etf Trust
 DFAC 116,967 $6,318,558 4.48%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

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