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Home > Institutional Investor > Johnson & White Wealth Management, Llc > Profile

Instuitional Investor - Johnson & White Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Johnson & White Wealth Management, Llc
Portfolio Value $165,267
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 344,127 $16,429 9.94%
2.
Invesco Exchange Traded Fd T
 219,672 $9,156 5.54%
3.
Vanguard Charlotte Fds
 171,352 $8,412 5.08%
4.
Schwab Strategic Trust
 FNDF 256,072 $6,981 4.22%
5.
Nvidia Corp
 NVDA 47,022 $6,504 3.93%
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)