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

Instuitional Investor - Jfg Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jfg Wealth Management, Llc
Portfolio Value $436,265,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 674,120 $181,810,164 41.67%
2.
Pimco Etf Trust
 618,270 $62,037,163 14.22%
3.
Vanguard Tax-Managed Fds
 904,802 $43,267,639 9.91%
4.
Vanguard Intl Equity Index Funds
 VWO 445,848 $19,635,146 4.5%
5.
Schwab Strategic Trust
 FNDF 362,034 $12,428,627 2.84%
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)