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Home > Institutional Investor > B.o.s.s. Retirement Advisors, Llc > Profile

Instuitional Investor - B.o.s.s. Retirement Advisors, Llc

Fund Profile
Filing Period:
Fund Name: B.o.s.s. Retirement Advisors, Llc
Portfolio Value $516,037,713
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 59,409 $22,340,278 4.32%
2.
Vanguard Index Fds
 81,068 $19,230,904 3.72%
3.
Apple Inc.
 AAPL 83,775 $16,129,139 3.12%
4.
Spdr Series Trust
 282,547 $15,794,380 3.06%
5.
Vanguard Index Fds
 35,914 $15,687,411 3.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)