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Home > Institutional Investor > Re Dickinson Investment Advisors, Llc > Profile

Instuitional Investor - Re Dickinson Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Re Dickinson Investment Advisors, Llc
Portfolio Value $150,407
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 218,572 $18,134 12.05%
2.
Vanguard Tax-Managed Fds
 311,690 $14,930 9.92%
3.
Vanguard Intl Equity Index Funds
 VWO 351,835 $14,460 9.61%
4.
Schwab Strategic Trust
 FNDF 147,399 $11,222 7.46%
5.
Schwab Strategic Trust
 FNDF 186,101 $9,714 6.45%
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)