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Home > Institutional Investor > Family Asset Management, Llc > Profile

Instuitional Investor - Family Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Family Asset Management, Llc
Portfolio Value $149,901,348
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 198,627 $16,478,069 10.99%
2.
Ishares Tr
 130,119 $9,153,851 6.1%
3.
J P Morgan Exchange Traded F
 179,957 $8,207,853 5.47%
4.
Ishares Tr
 44,774 $6,588,096 4.39%
5.
Ishares Trust
 IEF 75,810 $5,693,314 3.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)