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Home > Institutional Investor > Richard W. Paul & Associates, Llc > 13F Holdings

Instuitional Investor - Richard W. Paul & Associates, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,976 $15,327,748 5.54%
2.
Ishares Trust
 IEF 99,410 $14,951,304 5.41%
3.
Ishares Trust
 IEF 123,041 $12,205,659 4.41%
4.
Ishares Trust
 IEF 107,216 $11,717,634 4.24%
5.
Ishares Trust
 IEF 121,594 $10,730,711 3.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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