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Home > Institutional Investor > Cassaday & Co Wealth Management Llc > Profile

Instuitional Investor - Cassaday & Co Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cassaday & Co Wealth Management Llc
Portfolio Value $3,664,699,568
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 3,577,296 $1,228,479,219 33.52%
2.
World Gold Tr
 5,744,426 $298,652,708 8.14%
3.
Ishares Trust
 IEF 2,139,686 $271,205,225 7.4%
4.
Ishares Trust
 IEF 891,217 $256,510,118 6.99%
5.
Vanguard Scottsdale Funds
 3,067,715 $169,798,038 4.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)