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Home > Institutional Investor > Pps&v Asset Management Consultants, Inc. > Profile

Instuitional Investor - Pps&v Asset Management Consultants, Inc.

Fund Profile
Filing Period:
Fund Name: Pps&v Asset Management Consultants, Inc.
Portfolio Value $158,587,779
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,037 $43,485,781 27.42%
2.
Invesco Qqq Trust
 53,926 $29,747,758 18.76%
3.
Schwab Strategic Trust
 FNDF 609,057 $17,790,546 11.22%
4.
Vanguard Whitehall Funds
 77,208 $10,292,582 6.49%
5.
Ishares Trust
 IEF 79,802 $8,721,599 5.5%
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)