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Home > Institutional Investor > Holland Advisory Services, Inc. > Profile

Instuitional Investor - Holland Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: Holland Advisory Services, Inc.
Portfolio Value $74,646,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,907 $21,494,998 28.8%
2.
Ishares Trust
 IEF 264,692 $17,874,657 23.95%
3.
Ishares Trust
 IEF 79,384 $9,868,241 13.22%
4.
Vanguard Index Fds
 7,686 $2,465,894 3.3%
5.
Apple Inc.
 AAPL 7,652 $1,941,897 2.6%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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