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Home > Institutional Investor > Newman & Schimel, Llc > Profile

Instuitional Investor - Newman & Schimel, Llc

Fund Profile
Filing Period:
Fund Name: Newman & Schimel, Llc
Portfolio Value $221,348,143
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 814,669 $37,833,245 17.09%
2.
Vanguard Bond Index Funds
 BND 398,428 $29,993,690 13.55%
3.
Vanguard Index Fds
 133,684 $25,558,968 11.54%
4.
Ishares Tr
 435,453 $25,204,001 11.38%
5.
Ishares Trust
 IEF 221,436 $18,777,733 8.48%
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)