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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 $220,280,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 190,866 $41,637,418 18.9%
2.
Schwab Strategic Trust
 FNDF 242,426 $13,495,867 6.12%
3.
Dimensional Etf Trust
 298,683 $11,116,964 5.04%
4.
Sector Spdr Trust
 XLB 130,930 $10,977,171 4.98%
5.
Spdr Series Trust
 206,307 $9,620,095 4.36%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)