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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 $185,300,864
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,711 $49,959,191 26.96%
2.
Invesco Qqq Trust
 49,874 $36,727,543 19.82%
3.
Schwab Strategic Trust
 SCHD 598,435 $20,251,030 10.93%
4.
Ishares Trust
 IEF 87,414 $12,964,411 7%
5.
Vanguard Whitehall Funds
 VYM 79,353 $12,540,217 6.77%
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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