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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 $344,480,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Avantis Us Small Cap Value Etf
 157,745 $14,165,467 4.11%
2.
Microsoft Corp
 MSFT 31,467 $11,833,032 3.43%
3.
Ishares Core Msci Eafe
 155,266 $10,922,976 3.17%
4.
Alphabet Inc.
 GOOG 73,131 $10,215,669 2.96%
5.
Ishares Core Msci Emerging Markets
 188,436 $9,531,101 2.76%
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)