Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Filbrandt Wealth Management, Llc > Profile

Instuitional Investor - Filbrandt Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Filbrandt Wealth Management, Llc
Portfolio Value $174,215,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 469,858 $48,879,000 28.05%
2.
Schwab Strategic Trust
 FNDF 365,523 $36,589,000 21%
3.
Schwab Strategic Trust
 FNDF 284,103 $21,779,000 12.5%
4.
Vanguard Mega Cap Value Etf
 147,765 $14,459,000 8.29%
5.
Ishares Trust
 IEF 88,282 $9,998,000 5.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)