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Home > Institutional Investor > Efficient Wealth Management Llc > 13F Holdings

Instuitional Investor - Efficient Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bd Index Fds
 1,034,728 $51,157 14.35%
2.
Vanguard Tax-Managed Fds
 1,025,155 $49,105 13.77%
3.
Vanguard Index Fds
 69,311 $30,275 8.49%
4.
Vanguard Charlotte Fds
 531,987 $26,262 7.36%
5.
Vanguard Whitehall Funds
 161,090 $17,983 5.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)