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Home > Institutional Investor > Heirloom Wealth Management > Profile

Instuitional Investor - Heirloom Wealth Management

Fund Profile
Filing Period:
Fund Name: Heirloom Wealth Management
Portfolio Value $260,567,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,319,549 $30,402,409 11.66%
2.
Dimensional Etf Trust
 700,903 $28,933,276 11.1%
3.
Microsoft Corp
 MSFT 53,802 $20,231,590 7.76%
4.
Alphabet Inc.
 GOOG 131,184 $18,487,761 7.09%
5.
Visa Inc.
 V 69,719 $18,151,364 6.96%
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)