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Home > Institutional Investor > Aegis Wealth Management Llc > Profile

Instuitional Investor - Aegis Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Aegis Wealth Management Llc
Portfolio Value $147,819,188
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 28,079 $16,529,546 11.18%
2.
Dimensional Etf Trust
 273,343 $7,981,616 5.4%
3.
Dimensional Etf Trust
 115,674 $7,528,064 5.09%
4.
Dimensional Etf Trust
 175,749 $7,191,650 4.87%
5.
Ishares Trust
 IEF 47,518 $6,111,766 4.13%
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)