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Home > Institutional Investor > Green Square Asset Management, Llc > Profile

Instuitional Investor - Green Square Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Green Square Asset Management, Llc
Portfolio Value $682,560,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 352,808 $48,521,658 7.11%
2.
Spdr S & P 500 Etf Trust
 SPY 49,765 $37,163,220 5.44%
3.
Ishares Inc
 EWZ 284,423 $32,478,272 4.76%
4.
Vanguard Total International Stock Etf
 174,381 $14,907,806 2.18%
5.
Apple Inc.
 AAPL 51,457 $14,889,515 2.18%
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.