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Home > Institutional Investor > Bg Investment Services, Inc. > Profile

Instuitional Investor - Bg Investment Services, Inc.

Fund Profile
Filing Period:
Fund Name: Bg Investment Services, Inc.
Portfolio Value $92,841,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,625 $27,322,632 29.43%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 285,931 $13,049,122 14.06%
3.
Ishares Tr - CORE MSCI EAFE
 105,875 $8,009,411 8.63%
4.
Fidelity Covington Trust
 138,113 $5,505,549 5.93%
5.
Ishares Trust
 IEF 25,556 $4,808,663 5.18%
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)