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Home > Institutional Investor > Ewg Elevate Inc. > Profile

Instuitional Investor - Ewg Elevate Inc.

Fund Profile
Filing Period:
Fund Name: Ewg Elevate Inc.
Portfolio Value $324,580,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust
 731,859 $22,036,281 6.79%
2.
Schwab Strategic Trust
 FNDF 946,141 $20,909,710 6.44%
3.
Ishares Trust
 IEF 101,304 $11,226,496 3.46%
4.
First Tr Exchange-Traded Fd
 203,702 $10,034,350 3.09%
5.
Schwab Strategic Trust
 FNDF 351,064 $9,713,939 2.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)