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Home > Institutional Investor > Envision Financial Llc > Profile

Instuitional Investor - Envision Financial Llc

Fund Profile
Filing Period:
Fund Name: Envision Financial Llc
Portfolio Value $189,203,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 39,584 $24,824,307 13.12%
2.
Schwab Strategic Trust
 FNDF 655,421 $17,834,018 9.43%
3.
Wisdomtree Tr
 337,489 $16,982,446 8.98%
4.
Schwab Strategic Trust
 FNDF 630,636 $15,160,501 8.01%
5.
Schwab Strategic Trust
 FNDF 487,400 $13,115,928 6.93%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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