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Home > Institutional Investor > Dimeo Schneider & Associates, L.l.c. > Profile

Instuitional Investor - Dimeo Schneider & Associates, L.l.c.

Fund Profile
Filing Period:
Fund Name: Dimeo Schneider & Associates, L.l.c.
Portfolio Value $800,233,262
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Aon Plc
 AON 424,865 $169,559,373 21.19%
2.
Ishares Trust
 IEF 97,144 $54,585,757 6.82%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 102,380 $52,614,177 6.57%
4.
Ishares Trust
 VLUE 527,814 $43,138,283 5.39%
5.
Vanguard Scottsdale Funds
 493,353 $40,336,541 5.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)