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Home > Institutional Investor > Valmark Advisers, Inc. > 13F Holdings

Instuitional Investor - Valmark Advisers, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 11,462,597 $653,482,655 9.09%
2.
Spdr Series Trust
 4,592,176 $437,726,179 6.09%
3.
Spdr Series Trust
 8,271,615 $432,936,354 6.02%
4.
Spdr Series Trust
 6,643,917 $361,296,218 5.03%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 558,646 $317,327,888 4.42%
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)