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Home > Institutional Investor > Broadhurst Jeffrey B > Profile

Instuitional Investor - Broadhurst Jeffrey B

Fund Profile
Filing Period:
Fund Name: Broadhurst Jeffrey B
Portfolio Value $46,999,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 138,160 $11,320,774 24.09%
2.
Dimensional Etf Trust
 DFAC 230,443 $10,222,446 21.75%
3.
Dimensional Etf Trust
 DFAC 68,950 $4,819,598 10.25%
4.
Dimensional Etf Trust
 DFAC 58,515 $4,818,118 10.25%
5.
Dimensional Etf Trust
 DFAC 47,237 $2,202,680 4.69%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.