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Home > Institutional Investor > Curtis Advisory Group, Llc > Profile

Instuitional Investor - Curtis Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Curtis Advisory Group, Llc
Portfolio Value $219,109,756
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 57,373 $27,269,961 12.44%
2.
Schwab Strategic Trust
 FNDF 286,919 $23,802,796 10.86%
3.
Vanguard World Fund
 23,030 $11,146,520 5.08%
4.
J P Morgan Exchange Traded F
 176,636 $9,711,427 4.43%
5.
Ishares Trust
 IEF 30,336 $9,196,965 4.19%
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)