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Home > Institutional Investor > Essential Partners Llc > 13F Holdings

Instuitional Investor - Essential Partners Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 435,188 $13,129,636 6.05%
2.
Vanguard Scottsdale Funds
 VCIT 85,791 $4,993,063 2.3%
3.
Ishares Trust
 IEF 6,368 $4,769,002 2.2%
4.
Schwab Strategic Trust
 SCHD 84,832 $4,475,761 2.06%
5.
Schwab Strategic Trust
 SCHD 136,205 $4,148,797 1.91%
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.