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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 $246,814,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 31,058 $21,331,055 8.64%
2.
Ishares Trust
 IEF 122,891 $18,225,964 7.38%
3.
Invesco Qqq Trust Series I
 19,474 $14,340,724 5.81%
4.
Access Treasury 0-1 Year Etf
 118,191 $11,838,011 4.8%
5.
Schwab Strategic Trust
 SCHD 312,299 $11,514,464 4.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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