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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 $185,799,143
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Access Treasury 0-1 Year Etf
 241,852 $24,228,735 13.04%
2.
Vanguard S&P 500 Etf
 33,429 $17,179,497 9.25%
3.
Ishares Trust
 IEF 99,011 $10,353,580 5.57%
4.
Invesco Qqq Trust Series I
 15,764 $7,392,082 3.98%
5.
Schwab Strategic Trust
 FNDF 359,037 $7,101,752 3.82%
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)