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Home > Institutional Investor > Spreng Capital Management, Inc. > Profile

Instuitional Investor - Spreng Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Spreng Capital Management, Inc.
Portfolio Value $159,677,910
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,308 $33,581,210 21.03%
2.
Microsoft Corp
 MSFT 31,076 $11,686,004 7.31%
3.
Schwab Strategic Trust
 FNDF 118,232 $9,001,012 5.63%
4.
Apple Inc.
 AAPL 41,767 $8,041,462 5.03%
5.
Schwab Strategic Trust
 FNDF 134,248 $7,473,576 4.68%
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)