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Home > Institutional Investor > Confluence Wealth Management Llc > Profile

Instuitional Investor - Confluence Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Confluence Wealth Management Llc
Portfolio Value $204,161,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,201 $16,478,000 8.07%
2.
Vanguard Charlotte Fds
 234,329 $13,786,000 6.75%
3.
Ishares Trust
 IEF 186,022 $12,130,000 5.94%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 33,593 $11,841,000 5.79%
5.
Flexshares Trust
 226,604 $10,297,000 5.04%
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)