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Home > Institutional Investor > Abundance Wealth Counselors > Profile

Instuitional Investor - Abundance Wealth Counselors

Fund Profile
Filing Period:
Fund Name: Abundance Wealth Counselors
Portfolio Value $477,551
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 194,588 $108,925 22.81%
2.
Ishares Tr - MSCI ACWI EX US
 508,265 $28,183 5.9%
3.
Blackrock Etf Trust
 972,386 $21,286 4.46%
4.
Ishares Tr - CORE MSCI EAFE
 280,751 $21,211 4.44%
5.
Purecycle Technologies Inc.
 PCT 2,420,887 $16,753 3.51%
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)