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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 $354,602,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 768,942 $59,416,099 16.75%
2.
Ishares Trust
 IEF 61,190 $36,021,217 10.15%
3.
Vanguard Index Fds
 100,521 $29,131,832 8.21%
4.
Vanguard Tax-Managed Fds
 559,528 $26,756,658 7.54%
5.
Dimensional Etf Trust
 539,489 $16,605,456 4.68%
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)