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Home > Institutional Investor > Horst & Graben Wealth Management Llc > Profile

Instuitional Investor - Horst & Graben Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Horst & Graben Wealth Management Llc
Portfolio Value $455,208,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,468,302 $82,078,076 18.03%
2.
Schwab Strategic Trust
 FNDF 689,893 $32,162,813 7.06%
3.
Ishares Tr
 170,903 $25,146,627 5.52%
4.
Ishares Tr
 511,303 $23,555,711 5.17%
5.
Ishares Trust
 IEF 213,636 $21,124,352 4.64%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)