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Home > Institutional Investor > Money Concepts Capital Corp > 13F Holdings

Instuitional Investor - Money Concepts Capital Corp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 121,009 $84,810,574 3.9%
2.
Ishares Trust
 IEF 477,110 $76,690,602 3.53%
3.
Pimco Etf Trust
 MINT 746,537 $75,064,315 3.45%
4.
Etf Ser Solutions
 1,138,957 $72,870,467 3.35%
5.
Ishares Inc - CORE MSCI EMKT
 846,400 $68,693,858 3.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.