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Home > Institutional Investor > Greykasell Wealth Strategies, Inc. > Profile

Instuitional Investor - Greykasell Wealth Strategies, Inc.

Fund Profile
Filing Period:
Fund Name: Greykasell Wealth Strategies, Inc.
Portfolio Value $180,042,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,428 $9,011,655 5%
2.
Apple Inc.
 AAPL 30,722 $7,693,403 4.27%
3.
Wisdomtree International Hedged Quality Dividend Growth Fund
 151,626 $6,591,179 3.66%
4.
Ishares Trust
 IEF 11,051 $6,505,394 3.61%
5.
Spdr Gold Trust
 GLD 23,074 $5,587,024 3.1%
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)