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Home > Institutional Investor > Billeaud Capital Management, Inc. > Profile

Instuitional Investor - Billeaud Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Billeaud Capital Management, Inc.
Portfolio Value $506,899,367
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 1,264,392 $96,839,783 19.1%
2.
Spdr Gold Trust
 GLD 193,125 $80,090,869 15.8%
3.
Dimensional Etf Trust
 1,196,470 $59,261,157 11.69%
4.
Vanguard Total Stock Mkt
 115,069 $40,732,153 8.04%
5.
Wisdomtree Us Quality Dividend Gr Etf
 390,211 $36,453,512 7.19%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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