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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
 SCHD 2,540,904 $134,058 6.17%
2.
Schwab Strategic Trust
 SCHD 3,260,047 $90,303 4.16%
3.
Janus Henderson Mortgage-Backed Etf - ETF
 1,856,863 $83,540 3.84%
4.
Apple Inc.
 AAPL 255,657 $73,977 3.4%
5.
Vanguard Whitehall Funds
 VYM 613,923 $60,287 2.77%
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.