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Home > Institutional Investor > Jt Stratford Llc > Profile

Instuitional Investor - Jt Stratford Llc

Fund Profile
Filing Period:
Fund Name: Jt Stratford Llc
Portfolio Value $565,595,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 417,691 $41,317,994 7.31%
2.
Ishares Trust
 IEF 119,327 $36,602,417 6.47%
3.
Vanguard Specialized Funds - DIV APP ETF
 107,925 $20,936,368 3.7%
4.
Vanguard Scottsdale Funds
 215,590 $17,626,675 3.12%
5.
Spdr Index Shs Fds
 475,859 $17,326,039 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)