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Home > Institutional Investor > Round Rock Advisors, Llc > Profile

Instuitional Investor - Round Rock Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Round Rock Advisors, Llc
Portfolio Value $397,167,790
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 70,697 $28,952,020 7.28%
2.
Vanguard Whitehall Funds
 258,910 $28,902,097 7.27%
3.
Vanguard Index Fds
 90,775 $21,117,966 5.31%
4.
Ishares Trust
 IEF 191,129 $20,689,753 5.2%
5.
Apple Inc.
 AAPL 100,031 $19,259,017 4.84%
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)