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Home > Institutional Investor > Bos Asset Management, Llc > Profile

Instuitional Investor - Bos Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Bos Asset Management, Llc
Portfolio Value $430,713,619
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ab Active Etfs Inc - ULTRA SHORT INCM
 943,059 $47,473,587 11.02%
2.
Pgim Etf Tr - PGIM ULTRA SH BD
 372,401 $18,452,455 4.28%
3.
Ishares Trust
 IEF 199,476 $17,238,716 4%
4.
Spdr S & P 500 Etf Trust
 SPY 21,691 $16,197,889 3.76%
5.
Dimensional Etf Trust
 DFAC 381,679 $15,091,584 3.5%
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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