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Home > Institutional Investor > Schubert & Co > 13F Holdings

Instuitional Investor - Schubert & Co

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fiserv Inc
 FI 278,743 $48,058,091 33.99%
2.
Dimensional Etf Trust
 469,236 $16,817,415 11.89%
3.
Apple Inc.
 AAPL 74,702 $15,326,522 10.84%
4.
Danaher Corp
 DHR 39,666 $7,835,622 5.54%
5.
First Tr Exchng Traded Fd Vi
 96,890 $3,872,548 2.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)