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Home > Institutional Investor > Headinvest, Llc > 13F Holdings

Instuitional Investor - Headinvest, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 227,212 $33,697,847 6.28%
2.
Vanguard Index Fds - LARGE CAP ETF
 49,037 $16,864,162 3.15%
3.
Vanguard Index Fds
 44,922 $16,622,937 3.1%
4.
Vanguard Whitehall Funds
 VYM 102,583 $16,211,191 3.02%
5.
Microsoft Corp
 MSFT 42,470 $15,842,220 2.95%
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.