Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Morris Retirement Advisors, Llc > Profile

Instuitional Investor - Morris Retirement Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Morris Retirement Advisors, Llc
Portfolio Value $267,240,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 195,843 $17,036,396 6.37%
2.
Invesco Exchange Traded Fd T
 250,046 $15,710,372 5.88%
3.
Ssga Active Etf Tr - ST STR BL LN ETF
 372,258 $15,035,504 5.63%
4.
Janus Detroit Str Tr
 296,425 $14,960,566 5.6%
5.
Vanguard Intl Equity Index Funds
 VWO 150,580 $13,070,313 4.89%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

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