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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 $350,605,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 759,899 $59,484,929 16.97%
2.
Ishares Trust
 IEF 60,056 $33,745,359 9.62%
3.
Vanguard Tax-Managed Fds
 580,977 $29,531,045 8.42%
4.
Vanguard Index Fds
 99,449 $27,332,543 7.8%
5.
Dimensional Etf Trust
 606,383 $17,657,877 5.04%
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)