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Home > Institutional Investor > John W. Brooker & Co., Cpas > Profile

Instuitional Investor - John W. Brooker & Co., Cpas

Fund Profile
Filing Period:
Fund Name: John W. Brooker & Co., Cpas
Portfolio Value $173,431,299
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 188,390 $17,416,636 10.04%
2.
J P Morgan Exchange Traded F
 278,156 $13,971,753 8.05%
3.
Fidelity Merrimack Str Tr
 301,411 $13,876,956 8%
4.
Ishares Trust
 IEF 113,110 $12,244,188 7.05%
5.
Schwab Strategic Trust
 FNDF 98,439 $7,494,163 4.32%
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)