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Home > Institutional Investor > Apcm Wealth Management For Individuals > Profile

Instuitional Investor - Apcm Wealth Management For Individuals

Fund Profile
Filing Period:
Fund Name: Apcm Wealth Management For Individuals
Portfolio Value $643,027,644
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 271,805 $159,299,345 24.77%
2.
Vanguard Bond Index Funds
 BND 1,027,142 $73,861,770 11.48%
3.
Ishares Trust
 IEF 965,331 $60,149,795 9.35%
4.
Ishares Tr - CORE MSCI EAFE
 536,593 $37,711,739 5.86%
5.
Flexshares Trust
 693,802 $37,620,009 5.85%
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)