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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 $211,450,005
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 192,777 $19,069,577 9.02%
2.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 325,647 $13,159,410 6.22%
3.
Ishares Trust
 IEF 137,560 $11,380,401 5.38%
4.
Ishares Trust
 IEF 19,975 $11,224,006 5.31%
5.
Ishares Trust
 IEF 98,553 $10,948,344 5.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)