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Home > Institutional Investor > Lgl Partners, Llc > Profile

Instuitional Investor - Lgl Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lgl Partners, Llc
Portfolio Value $730,116,266
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,543,964 $85,952,467 11.77%
2.
Ishares Trust
 IEF 304,422 $83,332,347 11.41%
3.
Vanguard Index Fds
 513,480 $76,765,233 10.51%
4.
Ishares Trust
 IEF 642,640 $63,782,058 8.73%
5.
Spdr S & P 500 Etf Trust
 SPY 111,749 $53,115,460 7.27%
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)