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Home > Institutional Investor > Pca Investment Advisory Services Inc. > Profile

Instuitional Investor - Pca Investment Advisory Services Inc.

Fund Profile
Filing Period:
Fund Name: Pca Investment Advisory Services Inc.
Portfolio Value $189,132,237
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,825 $29,682,370 15.69%
2.
Ishares Trust
 IEF 238,357 $21,997,974 11.63%
3.
Dimensional Etf Trust
 202,262 $12,085,138 6.39%
4.
Ishares Trust
 IEF 94,571 $12,018,035 6.35%
5.
Vanguard Index Fds - VALUE ETF
 67,188 $11,606,131 6.14%
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)