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Home > Institutional Investor > Abound Wealth Management > Profile

Instuitional Investor - Abound Wealth Management

Fund Profile
Filing Period:
Fund Name: Abound Wealth Management
Portfolio Value $299,626,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 374,191 $39,129,202 13.06%
2.
Ishares Trust
 IEF 388,788 $38,458,868 12.84%
3.
Vanguard Tax-Managed Fds
 508,923 $25,868,534 8.63%
4.
Ishares Trust
 IEF 37,972 $21,336,286 7.12%
5.
Ishares Inc - CORE MSCI EMKT
 352,423 $19,020,249 6.35%
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)