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Home > Institutional Investor > Ted Buchan & Co > 13F Holdings

Instuitional Investor - Ted Buchan & Co

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 210,763 $21,129,040 8.28%
2.
Ishares Trust
 VLUE 158,326 $14,782,957 5.79%
3.
Ishares Trust
 IEF 20,438 $13,679,575 5.36%
4.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 301,068 $13,611,306 5.33%
5.
Ishares Trust
 IEF 107,176 $11,920,199 4.67%
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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