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Home > Institutional Investor > Diversified Enterprises, Llc > Profile

Instuitional Investor - Diversified Enterprises, Llc

Fund Profile
Filing Period:
Fund Name: Diversified Enterprises, Llc
Portfolio Value $2,160,217,031
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 19,381,801 $581,454,043 26.92%
2.
Vanguard Specialized Funds - DIV APP ETF
 745,115 $173,842,873 8.05%
3.
Si Financial Group Inc.
 SIFI 3,165,434 $92,620,603 4.29%
4.
Etf Ser Solutions
 2,014,940 $78,945,345 3.65%
5.
Ishares Trust
 IEF 85,644 $65,590,612 3.04%
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.