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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 $311,746,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 350,813 $40,420,694 12.96%
2.
Ishares Trust
 IEF 365,499 $35,416,818 11.36%
3.
Ishares Inc - CORE MSCI EMKT
 669,641 $34,968,665 11.21%
4.
Vanguard Tax-Managed Fds
 530,355 $25,361,588 8.13%
5.
Ishares Trust
 IEF 35,035 $20,624,497 6.61%
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)