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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 $163,798,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 68,676 $44,859,844 27.39%
2.
Invesco Qqq Trust
 51,756 $29,872,786 18.24%
3.
Schwab Strategic Trust
 FNDF 590,204 $17,192,634 10.5%
4.
Vanguard Whitehall Funds
 79,492 $11,772,741 7.19%
5.
Ishares Trust
 IEF 85,023 $10,569,179 6.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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