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

Instuitional Investor - Integris Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Integris Wealth Management, Llc
Portfolio Value $337,885,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 735,143 $56,620,686 16.75%
2.
Ishares Trust
 IEF 68,758 $32,840,732 9.71%
3.
Vanguard Index Fds
 106,334 $25,224,646 7.46%
4.
Vanguard Tax-Managed Fds
 471,104 $22,565,883 6.67%
5.
Dimensional Etf Trust
 534,973 $15,578,413 4.61%
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)