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Home > Institutional Investor > Bryant Woods Investment Advisors, Llc > Profile

Instuitional Investor - Bryant Woods Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bryant Woods Investment Advisors, Llc
Portfolio Value $255,744,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 127,876 $85,587,839 33.47%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 43,028 $26,351,230 10.3%
3.
Ishares Trust
 IEF 384,476 $25,090,797 9.81%
4.
Apple Inc.
 AAPL 67,297 $17,135,666 6.7%
5.
Dimensional Etf Trust
 159,558 $11,466,430 4.48%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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