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Home > Institutional Investor > Whi Trust Co Llc > 13F Holdings

Instuitional Investor - Whi Trust Co Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 483,896 $47,896,026 30.96%
2.
Ishares Msci Acwi Ex U.s. Etf - ETF
 551,632 $41,984,712 27.14%
3.
Ishares Trust
 IEF 39,791 $29,799,078 19.26%
4.
Ishares Msci Acwi - ETF
 68,537 $10,758,253 6.95%
5.
Ishares Trust
 IEF 17,421 $7,428,314 4.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
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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.