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Home > Institutional Investor > Durante & Waters, Llc > 13F Holdings

Instuitional Investor - Durante & Waters, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,003 $38,195,701 25.03%
2.
Ishares Trust
 IEF 170,830 $28,062,223 18.39%
3.
Fidelity Covington Trust
 487,223 $19,552,255 12.81%
4.
Ishares Trust
 IEF 90,657 $8,973,249 5.88%
5.
Ishares Trust
 IEF 100,742 $8,271,964 5.42%
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.