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Home > Institutional Investor > Woodtrust Financial Corp > Profile

Instuitional Investor - Woodtrust Financial Corp

Fund Profile
Filing Period:
Fund Name: Woodtrust Financial Corp
Portfolio Value $713,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 957,924 $78,291 10.97%
2.
Berkshire Hathaway Inc
 BRK.A 57,739 $30,751 4.31%
3.
Vanguard Index Fds Mcap Vl Idxvip
 176,059 $28,265 3.96%
4.
Vanguard Index Fds Mcap Gr Idxvip
 112,333 $27,481 3.85%
5.
Ishares Trust
 IEF 162,948 $24,602 3.45%
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)