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Home > Institutional Investor > Concentric Wealth Management, Llc > Profile

Instuitional Investor - Concentric Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Concentric Wealth Management, Llc
Portfolio Value $410,041,777
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Avantis Us Small Cap Value Etf
 166,279 $15,954,518 3.89%
2.
Apple Inc.
 AAPL 59,556 $13,876,552 3.38%
3.
Microsoft Corp
 MSFT 31,845 $13,702,741 3.34%
4.
Ishares Core Msci Eafe
 169,214 $13,207,149 3.22%
5.
Ishares Core Msci Emerging Markets
 210,457 $12,082,322 2.95%
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)