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Home > Institutional Investor > Note Advisors, Llc > 13F Holdings

Instuitional Investor - Note Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 603,188 $23,186,547 19.15%
2.
Dimensional Etf Trust
 282,170 $8,812,169 7.28%
3.
Dimensional Etf Trust
 189,915 $7,987,825 6.6%
4.
Vanguard Bond Index Funds
 BND 91,302 $6,706,107 5.54%
5.
Vanguard Scottsdale Funds
 24,252 $6,156,648 5.08%
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)