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Home > Institutional Investor > Aspireon Wealth Advisors > Profile

Instuitional Investor - Aspireon Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Aspireon Wealth Advisors
Portfolio Value $183,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 88,670 $36,451 19.86%
2.
Ishares Trust
 IEF 247,527 $26,329 14.35%
3.
Ishares Trust
 IEF 69,327 $15,615 8.51%
4.
Ishares Trust
 IEF 94,355 $10,403 5.67%
5.
Ishares Trust
 IAU 267,968 $10,014 5.45%
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)