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Home > Institutional Investor > Integrity Wealth Solutions Llc > 13F Holdings

Instuitional Investor - Integrity Wealth Solutions Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 223,370 $10,699,413 7.4%
2.
Vanguard Index Fds
 28,209 $8,769,483 6.06%
3.
Vanguard Index Fds
 48,490 $7,249,306 5.01%
4.
American Centy Etf Tr
 63,102 $5,666,560 3.92%
5.
Spdr Ser Tr
 36,532 $4,826,648 3.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)