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Home > Institutional Investor > Sws Partners > 13F Holdings

Instuitional Investor - Sws Partners

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,361 $38,391,966 9.37%
2.
Schwab Strategic Trust
 FNDF 624,562 $15,695,250 3.83%
3.
Ishares Trust
 IEF 227,613 $14,854,024 3.63%
4.
Etf Ser Solutions
 525,823 $12,383,135 3.02%
5.
Spdr Series Trust - PRTFLO S&P500 HI
 243,665 $10,721,272 2.62%
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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