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Home > Institutional Investor > Discretionary Management Services, Llc > Profile

Instuitional Investor - Discretionary Management Services, Llc

Fund Profile
Filing Period:
Fund Name: Discretionary Management Services, Llc
Portfolio Value $29,359,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 158,610 $12,776,000 45.76%
2.
Wisdomtree Trust
 63,395 $4,881,000 17.48%
3.
Wisdomtree Trust
 34,430 $2,589,000 9.27%
4.
Ishares Trust
 IEF 12,400 $1,540,000 5.51%
5.
Spdr S & P 500 Etf Trust
 SPY 5,800 $1,255,000 4.49%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)