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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 $132,714,426
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 29,618 $15,220,799 11.47%
2.
Schwab Strategic Trust
 FNDF 590,479 $13,941,207 10.5%
3.
Schwab Strategic Trust
 FNDF 516,440 $11,402,988 8.59%
4.
Schwab Strategic Trust
 FNDF 542,948 $10,739,516 8.09%
5.
Wisdomtree Tr
 163,207 $8,214,197 6.19%
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)