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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 $600,558,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 320,633 $152,399,845 25.37%
2.
Vanguard Bond Index Funds
 BND 905,618 $66,608,174 11.09%
3.
Ishares Trust
 IEF 176,168 $48,824,951 8.12%
4.
Ishares Tr
 622,662 $43,804,286 7.29%
5.
Flexshares Trust
 682,054 $36,489,896 6.07%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)