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Home > Institutional Investor > Strategic Advocates Llc > Profile

Instuitional Investor - Strategic Advocates Llc

Fund Profile
Filing Period:
Fund Name: Strategic Advocates Llc
Portfolio Value $235,364,154
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 219,673 $18,224,088 7.74%
2.
Schwab Strategic Trust
 FNDF 184,303 $14,030,950 5.96%
3.
Ishares Trust
 IEF 49,319 $13,668,883 5.8%
4.
Apple Inc.
 AAPL 58,511 $11,265,212 4.78%
5.
Spdr Series Trust
 126,954 $10,617,171 4.51%
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)