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Home > Institutional Investor > Grubman Wealth Management > Profile

Instuitional Investor - Grubman Wealth Management

Fund Profile
Filing Period:
Fund Name: Grubman Wealth Management
Portfolio Value $424,353,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 229,428 $73,912,464 17.41%
2.
Ishares Trust
 IEF 163,292 $36,081,032 8.5%
3.
Ishares Trust
 IEF 322,175 $29,785,065 7.01%
4.
Ishares Trust
 IEF 355,409 $26,872,483 6.33%
5.
Ishares Trust
 IEF 264,795 $25,658,619 6.04%
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)