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Home > Institutional Investor > Braun-bostich & Associates Inc. > Profile

Instuitional Investor - Braun-bostich & Associates Inc.

Fund Profile
Filing Period:
Fund Name: Braun-bostich & Associates Inc.
Portfolio Value $179,097,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 20,684 $14,205,997 7.93%
2.
Ishares Trust
 IEF 116,937 $10,105,696 5.64%
3.
Blackrock Etf Trust
 DYNF 114,658 $7,797,891 4.35%
4.
Spdr Series Trust
 KRE 59,933 $7,131,428 3.98%
5.
Blackrock Etf Trust
 DYNF 193,847 $7,094,800 3.96%
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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