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Home > Institutional Investor > Northern Oak Wealth Management Inc > 13F Holdings

Instuitional Investor - Northern Oak Wealth Management Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 690,209 $40,404,848 5.04%
2.
Ishares Trust
 IEF 325,789 $36,850,049 4.6%
3.
Vanguard Scottsdale Funds
 432,018 $34,246,067 4.27%
4.
Ishares Trust
 IEF 135,177 $28,542,660 3.56%
5.
Vanguard Scottsdale Funds
 295,340 $24,439,347 3.05%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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