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Home > Institutional Investor > Campbell Wealth Management > Profile

Instuitional Investor - Campbell Wealth Management

Fund Profile
Filing Period:
Fund Name: Campbell Wealth Management
Portfolio Value $842,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,584,708 $258,578 30.67%
2.
Invesco Qqq Tr
 173,591 $71,089 8.43%
3.
Ishares Trust
 IEF 692,620 $68,743 8.15%
4.
Vanguard Index Fds
 208,009 $64,666 7.67%
5.
Ishares Trust
 IEF 506,023 $54,392 6.45%
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)