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Home > Institutional Investor > Ibbotson Associates Inc > Profile

Instuitional Investor - Ibbotson Associates Inc

Fund Profile
Filing Period:
Fund Name: Ibbotson Associates Inc
Portfolio Value $193,205,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 508,082 $41,033,000 21.23%
2.
Vanguard Index Fds
 231,012 $24,577,000 12.72%
3.
Vanguard Index Fds
 254,160 $20,719,000 10.72%
4.
Vanguard Bond Index Funds
 BND 251,937 $20,047,000 10.37%
5.
Vanguard Tax Managed Intl Fd
 507,234 $18,626,000 9.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)