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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 $471,228,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,806 $30,618,087 6.5%
2.
Ishares Short Duration Bond Active Etf - ETF
 444,331 $22,587,573 4.79%
3.
Ishares Trust
 IEF 175,231 $22,450,607 4.76%
4.
Uwm Holdings Corp
 UWMC 5,371,664 $19,445,424 4.13%
5.
Ishares Trust
 IEF 89,963 $19,222,416 4.08%
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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