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Home > Institutional Investor > H D Vest Advisory Services > Profile

Instuitional Investor - H D Vest Advisory Services

Fund Profile
Filing Period:
Fund Name: H D Vest Advisory Services
Portfolio Value $16,481,539,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,866,910 $1,049,016,438 6.36%
2.
Vanguard Scottsdale Funds
 10,388,329 $963,932,970 5.85%
3.
Ishares Trust
 IEF 9,233,202 $913,348,278 5.54%
4.
Schwab Strategic Trust
 FNDF 27,640,926 $772,840,229 4.69%
5.
Vanguard Index Fds - VALUE ETF
 3,302,372 $570,451,729 3.46%
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)