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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 54,398 $40,737,793 8.8%
2.
Schwab Strategic Trust
 SCHD 736,384 $18,159,240 3.92%
3.
Nvidia Corp
 NVDA 83,644 $16,736,271 3.61%
4.
Ishares Trust
 IEF 211,840 $16,334,950 3.53%
5.
Etf Ser Solutions
 535,902 $14,729,259 3.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.