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Home > Institutional Investor > Claro Advisors Llc > 13F Holdings

Instuitional Investor - Claro Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 87,030 $59,773,275 6.27%
2.
Ishares Trust
 IEF 304,531 $37,813,592 3.97%
3.
Ishares Trust
 IEF 138,046 $33,466,602 3.51%
4.
Vanguard Tax-Managed Fds
 415,569 $29,609,327 3.11%
5.
Apple Inc.
 AAPL 97,879 $28,322,190 2.97%
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.