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Home > Institutional Investor > Investment Security Group Inc V > Profile

Instuitional Investor - Investment Security Group Inc V

Fund Profile
Filing Period:
Fund Name: Investment Security Group Inc V
Portfolio Value $251,899,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 965,688 $100,461,000 39.88%
2.
Schwab Strategic Trust
 FNDF 774,575 $59,379,000 23.57%
3.
Wisdomtree U.s. Quality Dividend Growth Fund
 684,554 $40,279,000 15.99%
4.
Ishares Core 1-5 Year Usd Bond Etf
 723,797 $36,964,000 14.67%
5.
Schwab Strategic Trust
 FNDF 22,430 $2,245,000 0.89%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)