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Home > Institutional Investor > St. Johns Investment Management Company, Llc > Profile

Instuitional Investor - St. Johns Investment Management Company, Llc

Fund Profile
Filing Period:
Fund Name: St. Johns Investment Management Company, Llc
Portfolio Value $235,241,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 992,448 $26,141,073 11.11%
2.
Apple Inc.
 AAPL 51,448 $13,100,110 5.57%
3.
Schwab Strategic Trust
 FNDF 432,043 $12,054,005 5.12%
4.
Schwab Strategic Trust
 FNDF 403,521 $11,960,369 5.08%
5.
Spdr S & P 500 Etf Trust
 SPY 15,645 $10,422,386 4.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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