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Home > Institutional Investor > Lara, May & Associates, Llc > Profile

Instuitional Investor - Lara, May & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Lara, May & Associates, Llc
Portfolio Value $80,619,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 8,335 $9,667,000 11.99%
2.
Schwab Strategic Trust
 FNDF 104,174 $7,470,000 9.26%
3.
Wisdomtree Trust
 138,488 $6,008,000 7.45%
4.
Schwab Strategic Trust
 FNDF 75,902 $4,010,000 4.97%
5.
Blackrock Enhanced Equity Dividend Trust
 BDJ 446,684 $3,900,000 4.83%
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)