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 > Gfs Private Wealth, Llc > Profile

Instuitional Investor - Gfs Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Gfs Private Wealth, Llc
Portfolio Value $29,562,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 275,174 $38,703,000 13.27%
2.
Vanguard Specialized Funds
 261,964 $26,728,000 9.16%
3.
Schwab Strategic Trust
 FNDF 400,288 $21,323,000 7.31%
4.
Ishares Trust
 IEF 90,338 $16,866,000 5.78%
5.
Ishares Trust
 IEF 123,393 $16,619,000 5.69%
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)