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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 $348,801,889
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,025,828 $43,198,643 12.38%
2.
Ishares Tr - US TREAS BD ETF
 1,836,810 $42,219,080 12.1%
3.
Visa Inc.
 V 69,023 $24,189,913 6.94%
4.
Nvidia Corp
 NVDA 191,764 $20,783,389 5.96%
5.
Republic Services Inc.
 RSG 83,953 $20,329,996 5.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)