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Home > Institutional Investor > Red Tortoise Llc > Profile

Instuitional Investor - Red Tortoise Llc

Fund Profile
Filing Period:
Fund Name: Red Tortoise Llc
Portfolio Value $176,758,383
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 505,991 $18,701,420 10.58%
2.
Schwab Strategic Trust
 FNDF 388,159 $13,092,605 7.4%
3.
Ishares Core Msci Eafe Etf
 161,836 $11,385,162 6.44%
4.
Ishares Trust
 IEF 21,214 $10,132,227 5.73%
5.
Schwab Strategic Trust
 FNDF 385,317 $9,552,019 5.4%
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)