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Home > Institutional Investor > Okabena Investment Services Inc > Profile

Instuitional Investor - Okabena Investment Services Inc

Fund Profile
Filing Period:
Fund Name: Okabena Investment Services Inc
Portfolio Value $256,821,004
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total International Stock Etf
 494,272 $28,648,005 11.15%
2.
Ishares Trust
 IEF 369,324 $14,850,518 5.78%
3.
Spdr S & P 500 Etf Trust
 SPY 30,142 $14,326,794 5.57%
4.
Dimensional Etf Trust
 361,293 $10,347,432 4.02%
5.
Vanguard Intl Equity Index Funds
 VWO 78,425 $8,068,364 3.14%
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)