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Home > Institutional Investor > Emerald Investment Partners, Llc > 13F Holdings

Instuitional Investor - Emerald Investment Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,406 $53,475,306 8.18%
2.
Ishares Trust
 IEF 128,972 $17,737,553 2.71%
3.
Vanguard World Fd
 189,435 $16,653,231 2.55%
4.
Ishares Tr
 198,534 $15,046,911 2.3%
5.
Blackrock Etf Trust
 DYNF 203,122 $13,814,305 2.11%
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.