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Home > Institutional Investor > Blue Square Asset Management, Llc > Profile

Instuitional Investor - Blue Square Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Blue Square Asset Management, Llc
Portfolio Value $229,345,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Access Treasury 0-1 Year Etf
 208,998 $20,947,916 9.13%
2.
Vanguard S&P 500 Etf
 32,248 $19,748,030 8.61%
3.
Invesco Qqq Trust Series I
 20,178 $12,114,310 5.28%
4.
Nvidia Corp
 NVDA 54,302 $10,131,668 4.42%
5.
Schwab Strategic Trust
 FNDF 363,483 $8,461,884 3.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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