Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Stephen J. Garry & Associates, Llc > Profile

Instuitional Investor - Stephen J. Garry & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Stephen J. Garry & Associates, Llc
Portfolio Value $115,705,338
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 58,031 $25,440,598 21.99%
2.
Ishares Trust
 IAU 159,746 $9,961,761 8.61%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 17,417 $9,893,379 8.55%
4.
Vanguard Bond Index Funds
 BND 128,916 $9,492,081 8.2%
5.
Vanguard Bond Index Funds
 BND 101,267 $7,831,997 6.77%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)