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Home > Institutional Investor > Fort Henry Capital, Llc > Profile

Instuitional Investor - Fort Henry Capital, Llc

Fund Profile
Filing Period:
Fund Name: Fort Henry Capital, Llc
Portfolio Value $148,766,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,017 $39,127,110 26.3%
2.
Ishares Trust
 IEF 277,071 $27,485,405 18.48%
3.
Ishares Trust
 IEF 165,824 $18,122,913 12.18%
4.
Vanguard Bond Index Funds
 BND 221,547 $17,435,749 11.72%
5.
Vanguard Index Fds - REAL ESTATE ETF
 145,051 $12,918,220 8.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)