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Home > Institutional Investor > Serenity Investment Advisors > Profile

Instuitional Investor - Serenity Investment Advisors

Fund Profile
Filing Period:
Fund Name: Serenity Investment Advisors
Portfolio Value $234,604,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,097,595 $38,525,589 16.42%
2.
Schwab Strategic Trust
 SCHD 979,372 $34,082,140 14.53%
3.
Schwab Strategic Trust
 SCHD 710,111 $20,039,333 8.54%
4.
Vanguard Index Fds - MID CAP ETF
 236,070 $19,482,874 8.3%
5.
Fidelity Covington Trust - ENH MID COR ETF
 307,968 $12,962,373 5.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.