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Home > Institutional Investor > Carsonallaria Wealth Management, Ltd. > 13F Holdings

Instuitional Investor - Carsonallaria Wealth Management, Ltd.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 326,677 $15,232,963 10.91%
2.
Dimensional Etf Trust
 256,967 $13,318,646 9.54%
3.
Spdr Series Trust
 184,885 $12,028,671 8.62%
4.
Ishares Tr
 109,937 $6,998,623 5.01%
5.
Dimensional Etf Trust
 110,049 $6,561,127 4.7%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)