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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 $124,753,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 26,517 $14,287,468 11.45%
2.
Schwab Strategic Trust
 FNDF 554,122 $13,121,610 10.51%
3.
Schwab Strategic Trust
 FNDF 527,055 $12,217,128 9.79%
4.
Schwab Strategic Trust
 FNDF 502,289 $9,292,350 7.44%
5.
Wisdomtree Tr
 135,395 $6,813,084 5.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)