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Home > Institutional Investor > Sontag Advisory, Llc > Profile

Instuitional Investor - Sontag Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Sontag Advisory, Llc
Portfolio Value $16,737,942,720
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 5,183,932 $2,912,850,778 17.4%
2.
Ishares Trust
 IEF 15,480,038 $903,260,244 5.4%
3.
Schwab Strategic Trust
 FNDF 29,554,836 $826,353,200 4.94%
4.
Vanguard Star Fds
 10,255,788 $636,884,480 3.81%
5.
Vanguard Index Fds
 2,266,924 $623,041,280 3.72%
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)