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Home > Institutional Investor > Timothy G. Youngquist 2020 Irrevocable Trust > Profile

Instuitional Investor - Timothy G. Youngquist 2020 Irrevocable Trust

Fund Profile
Filing Period:
Fund Name: Timothy G. Youngquist 2020 Irrevocable Trust
Portfolio Value $529,675,059
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 VGT 2,187,320 $274,880,504 51.9%
2.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 308,747 $46,799,870 8.84%
3.
Direxion Shares E T F Trust
 TZA 109,740 $16,226,156 3.06%
4.
Coherus Oncology Inc.
 CHRS 13,050,623 $15,791,254 2.98%
5.
Relay Therapeutics Inc.
 RLAY 801,464 $14,466,425 2.73%
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.