Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC INSTITUTION : INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
LISTED FD TR    (CORE ALT FD) 56,960,000 1,997,046 13.12%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 19,263,000 272,265 4.43%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 17,392,000 400,800 4.00%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,255,000 76,024 2.59%
ISHARES TR    (S&P 500 GRWT ETF) IVW 11,051,000 66,953 2.54%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 10,262,000 43,334 2.36%
ISHARES TR    (CORE S&P500 ETF) IVV 9,875,000 38,217 2.27%
ISHARES TR    (RUSSELL 2000 ETF) IWM 9,167,000 80,087 2.11%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 8,633,000 95,351 1.98%
ISHARES TR    (MSCI EAFE ETF) EFA 6,550,000 122,515 1.50%
ISHARES TR    (U.S. REAL ES ETF) IYR 6,483,000 93,187 1.49%
ISHARES TR    (CORE MSCI EAFE) IEFA 6,323,000 126,745 1.45%
APPLE INC    (COM) AAPL 6,209,000 24,417 1.43%
ISHARES TR    (20 YR TR BD ETF) TLT 6,035,000 36,583 1.39%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 5,374,000 20,849 1.23%
MICROSOFT CORP    (COM) MSFT 4,806,000 30,475 1.10%
ISHARES TR    (CORE US AGGBD ET) AGG 4,157,000 36,034 0.95%
JOHNSON & JOHNSON    (COM) JNJ 4,140,000 31,573 0.95%
EXXON MOBIL CORP    (COM) XOM 4,027,000 106,054 0.92%
ALTRIA GROUP INC    (COM) MO 3,956,000 102,313 0.91%


Investing Just Like
INSTITUTIONAL & FAMILY ASSET MAN

Matching performance of INSTITUTIONAL & FAMILY ASSET MAN by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*