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Home > Institutional Investor > Foster & Motley Inc > 13F Holdings

Instuitional Investor - Foster & Motley Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,442,949 $119,534 6.17%
2.
Janus Henderson Mortgage-Backed Etf - ETF
 1,949,409 $88,074 4.54%
3.
Schwab Strategic Trust
 FNDF 3,112,346 $77,031 3.97%
4.
Apple Inc.
 AAPL 246,026 $62,439 3.22%
5.
Schwab Strategic Trust
 FNDF 1,241,800 $47,511 2.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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