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Home > Institutional Investor > Evoke Wealth, Llc > Profile

Instuitional Investor - Evoke Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Evoke Wealth, Llc
Portfolio Value $3,592,507,375
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 622,628 $366,528,682 10.2%
2.
World Gold Tr
 6,604,327 $343,358,951 9.55%
3.
Tidal Etf Tr
 11,057,434 $206,609,267 5.75%
4.
Vanguard Index Fds
 549,597 $159,278,712 4.43%
5.
Schwab Strategic Trust
 FNDF 4,860,747 $125,553,088 3.49%
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)