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Home > Institutional Investor > Juncture Wealth Strategies, Llc > Profile

Instuitional Investor - Juncture Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Juncture Wealth Strategies, Llc
Portfolio Value $303,790,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 235,880 $74,254,999 24.44%
2.
Schwab Strategic Trust
 FNDF 1,273,539 $33,404,937 11%
3.
Dimensional Etf Trust
 391,958 $18,261,315 6.01%
4.
Schwab Strategic Trust
 FNDF 386,974 $10,614,710 3.49%
5.
Ishares Trust
 IEF 87,774 $8,766,867 2.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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