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Home > Institutional Investor > Schubert & Co > Profile

Instuitional Investor - Schubert & Co

Fund Profile
Filing Period:
Fund Name: Schubert & Co
Portfolio Value $110,472,644
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fiserv Inc
 FI 447,393 $59,431,687 53.79%
2.
Apple Inc.
 AAPL 98,289 $18,923,580 17.12%
3.
Dimensional Etf Trust
 378,321 $11,058,330 10.01%
4.
Dimensional Etf Trust
 49,706 $1,707,887 1.54%
5.
First Tr Exchange-Traded Fd
 32,276 $1,668,024 1.5%
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)