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Home > Institutional Investor > Fragasso Group Inc. > Profile

Instuitional Investor - Fragasso Group Inc.

Fund Profile
Filing Period:
Fund Name: Fragasso Group Inc.
Portfolio Value $1,482,902,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 415,027 $257,690,296 17.38%
2.
Fidelity Covington Trust
 3,295,512 $113,662,218 7.66%
3.
Ishares Tr
 557,041 $101,838,315 6.87%
4.
Schwab Strategic Trust
 FNDF 2,908,580 $81,585,670 5.5%
5.
Fidelity Covington Trust
 2,390,713 $79,515,120 5.36%
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)