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Home > Institutional Investor > Consilio Wealth Advisors, Llc > Profile

Instuitional Investor - Consilio Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Consilio Wealth Advisors, Llc
Portfolio Value $197,106,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 82,327 $39,322,044 19.94%
2.
Vanguard Index Fds
 96,464 $22,441,471 11.38%
3.
Microsoft Corp
 MSFT 49,097 $18,462,314 9.36%
4.
Ishares Tr
 337,935 $18,187,663 9.22%
5.
Ishares Tr
 143,526 $13,900,537 7.05%
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)