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Home > Institutional Investor > Commonwealth Retirement Investments Llc > Profile

Instuitional Investor - Commonwealth Retirement Investments Llc

Fund Profile
Filing Period:
Fund Name: Commonwealth Retirement Investments Llc
Portfolio Value $188,752,441
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 13,012 $14,524,372 7.69%
2.
Microsoft Corp
 MSFT 25,041 $9,416,452 4.98%
3.
Ishares Trust
 IEF 18,990 $9,070,035 4.8%
4.
Jpmorgan Chase & Co
 JPM 50,685 $8,621,547 4.56%
5.
Exxon Mobil Corp
 XOM 68,069 $6,805,495 3.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)