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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 $271,785,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,125 $85,004,804 31.28%
2.
Ishares Trust
 IEF 397,428 $26,838,473 9.87%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 44,460 $26,565,471 9.77%
4.
Apple Inc.
 AAPL 65,870 $16,717,180 6.15%
5.
Dimensional Etf Trust
 168,830 $12,456,760 4.58%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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