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Home > Institutional Investor > Ted Buchan & Co > Profile

Instuitional Investor - Ted Buchan & Co

Fund Profile
Filing Period:
Fund Name: Ted Buchan & Co
Portfolio Value $251,515,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 200,738 $19,913,277 7.92%
2.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 334,657 $14,145,971 5.62%
3.
Ishares Trust
 IEF 20,380 $12,654,380 5.03%
4.
Ishares Trust
 IEF 105,471 $11,606,093 4.61%
5.
Ishares Trust
 IEF 136,865 $11,340,648 4.51%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)