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Home > Institutional Investor > Scott Capital Advisors, Llc > Profile

Instuitional Investor - Scott Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Scott Capital Advisors, Llc
Portfolio Value $297,950,896
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 131,307 $57,354,744 19.24%
2.
Schwab Strategic Trust
 FNDF 495,641 $37,733,177 12.66%
3.
Vanguard Index Fds
 97,321 $30,255,200 10.15%
4.
Vanguard Index Fds
 132,339 $28,231,801 9.47%
5.
Vanguard Bond Index Funds
 BND 281,018 $21,464,160 7.2%
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)