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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
 DFAC 1,060,382 $54,811,164 23.77%
2.
Dimensional Etf Trust
 DFAC 579,174 $24,446,935 10.6%
3.
Dimensional Etf Trust
 DFAC 462,050 $19,059,564 8.27%
4.
Dimensional Etf Trust
 DFAC 253,344 $11,238,340 4.87%
5.
Vanguard Bond Index Funds
 BND 125,032 $9,178,624 3.98%
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.