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Home > Institutional Investor > Droms Strauss Advisors Inc V > Profile

Instuitional Investor - Droms Strauss Advisors Inc V

Fund Profile
Filing Period:
Fund Name: Droms Strauss Advisors Inc V
Portfolio Value $440,502,129
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 80,057 $59,954,157 13.61%
2.
Goldman Sachs Etf Tr
 374,592 $53,150,837 12.07%
3.
Ishares Trust
 IEF 226,859 $31,199,941 7.08%
4.
Ishares Trust
 IEF 132,390 $30,060,570 6.82%
5.
Ishares Trust
 IEF 67,372 $26,541,979 6.03%
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.