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Home > Institutional Investor > Enzi Wealth > Profile

Instuitional Investor - Enzi Wealth

Fund Profile
Filing Period:
Fund Name: Enzi Wealth
Portfolio Value $262,551,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 589,877 $37,085,581 14.12%
2.
Ishares Trust
 IEF 60,797 $37,043,517 14.1%
3.
Ishares Tr
 534,611 $20,582,532 7.83%
4.
Ishares Trust
 IEF 163,937 $19,495,373 7.42%
5.
Exxon Mobil Corp
 XOM 138,025 $15,117,878 5.75%
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)