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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 $344,040,711
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,050,930 $42,552,996 12.76%
2.
Ishares Tr - US TREAS BD ETF
 1,712,880 $39,361,982 11.8%
3.
Visa Inc.
 V 73,416 $23,202,443 6.96%
4.
Alphabet Inc.
 GOOGL 121,396 $23,118,701 6.93%
5.
Nvidia Corp
 NVDA 166,195 $22,318,335 6.69%
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)