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Home > Institutional Investor > Willis Johnson & Associates, Inc. > Profile

Instuitional Investor - Willis Johnson & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Willis Johnson & Associates, Inc.
Portfolio Value $1,320,954,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 4,133,351 $211,090,249 15.98%
2.
Spdr Series Trust
 2,338,521 $187,946,915 14.23%
3.
Vanguard Intl Equity Index Funds
 VWO 1,542,512 $108,299,799 8.2%
4.
Vanguard Intl Equity Index Funds
 VWO 1,538,293 $69,623,153 5.27%
5.
Ishares Trust
 IEF 459,024 $54,958,980 4.16%
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)