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Home > Institutional Investor > Integrated Investment Consultants, Llc > Profile

Instuitional Investor - Integrated Investment Consultants, Llc

Fund Profile
Filing Period:
Fund Name: Integrated Investment Consultants, Llc
Portfolio Value $589,695,346
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 111,406 $52,183,814 8.85%
2.
Ishares Trust
 IEF 331,728 $47,241,369 8.01%
3.
Uwm Holdings Corp
 UWMC 5,357,968 $32,630,025 5.53%
4.
Ishares Trust
 IEF 96,919 $18,682,526 3.17%
5.
Ishares Short Duration Bond Active Etf - ETF
 353,983 $18,152,229 3.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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