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Home > Institutional Investor > Carolinas Wealth Consulting Llc > Profile

Instuitional Investor - Carolinas Wealth Consulting Llc

Fund Profile
Filing Period:
Fund Name: Carolinas Wealth Consulting Llc
Portfolio Value $459,767,441
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 461,148 $35,978,791 7.82%
2.
Vanguard Bond Index Funds
 BND 395,289 $30,192,207 6.56%
3.
Vanguard Index Fds
 50,394 $22,012,151 4.78%
4.
Ishares Trust
 IEF 71,425 $21,653,766 4.7%
5.
Vanguard Specialized Funds
 121,287 $20,667,363 4.49%
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)