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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 $130,680,669
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,816 $34,301,502 26.24%
2.
Invesco Qqq Trust
 55,251 $22,626,189 17.31%
3.
Schwab Strategic Trust
 FNDF 160,588 $13,322,388 10.19%
4.
Vanguard Whitehall Funds
 70,621 $7,883,413 6.03%
5.
Ishares Trust
 IEF 71,941 $7,787,664 5.95%
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)