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Home > Institutional Investor > Axos Invest Inc. > Profile

Instuitional Investor - Axos Invest Inc.

Fund Profile
Filing Period:
Fund Name: Axos Invest Inc.
Portfolio Value $129,034,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 189,322 $52,033,196 40.32%
2.
Vanguard Tax-Managed Fds
 531,606 $27,021,525 20.94%
3.
Vanguard Scottsdale Funds
 133,582 $7,934,763 6.15%
4.
Ishares Trust
 IEF 71,740 $7,797,464 6.04%
5.
Ishares Trust
 IEF 57,321 $6,367,818 4.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)