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Home > Institutional Investor > Lindbrook Capital, Llc > Profile

Instuitional Investor - Lindbrook Capital, Llc

Fund Profile
Filing Period:
Fund Name: Lindbrook Capital, Llc
Portfolio Value $1,084,646,695
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stk Mkt - ETF
 487,325 $133,936,483 12.35%
2.
Vanguard Total Intl Stock Idex Etf - ETF
 1,244,096 $77,258,356 7.12%
3.
Apple Inc.
 AAPL 242,906 $53,956,693 4.97%
4.
Golub Capital Bdc Inc.
 GBDC 3,015,305 $45,651,723 4.21%
5.
Spdr S & P 500 Etf Trust
 SPY 78,185 $43,735,631 4.03%
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)