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Home > Institutional Investor > Cascade Wealth Advisors, Inc > 13F Holdings

Instuitional Investor - Cascade Wealth Advisors, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 257,611 $13,107,248 8.87%
2.
Ishares Tr
 267,781 $11,410,153 7.72%
3.
Vanguard Scottsdale Funds
 189,560 $11,028,601 7.46%
4.
Vanguard Specialized Funds
 47,637 $9,328,664 6.31%
5.
Dimensional Etf Trust
 137,307 $8,935,917 6.04%
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)