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Home > Institutional Investor > Shelter Ins Retirement Plan > Profile

Instuitional Investor - Shelter Ins Retirement Plan

Fund Profile
Filing Period:
Fund Name: Shelter Ins Retirement Plan
Portfolio Value $102,781,580
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 127,641 $60,965,171 59.31%
2.
Ishares Tr
 349,052 $24,555,808 23.89%
3.
Ishares Inc
 216,382 $10,944,602 10.64%
4.
Booking Holdings Inc.
 BKNG 600 $2,128,332 2.07%
5.
Otis Worldwide Corp
 OTIS 16,000 $1,431,520 1.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)