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Home > Institutional Investor > Gsb Wealth Management, Llc > Profile

Instuitional Investor - Gsb Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Gsb Wealth Management, Llc
Portfolio Value $387,114,218
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,483 $21,477,072 5.54%
2.
Wisdomtree Tr
 268,163 $13,494,002 3.48%
3.
Apple Inc.
 AAPL 46,467 $11,636,318 3%
4.
Schwab Strategic Trust
 FNDF 581,589 $10,759,396 2.77%
5.
Wisdomtree Tr
 206,284 $8,853,720 2.28%
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)