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Home > Institutional Investor > Burk Holdings Llc > 13F Holdings

Instuitional Investor - Burk Holdings Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 659,347 $24,567,268 9.08%
2.
Dimensional Etf Trust
 DFAC 470,037 $19,614,653 7.25%
3.
Dimensional Etf Trust
 DFAC 397,202 $15,705,376 5.81%
4.
Dimensional Etf Trust
 DFAC 188,591 $15,528,575 5.74%
5.
American Centy Etf Tr
 117,087 $14,607,782 5.4%
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.