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Home > Institutional Investor > Lvw Advisors, Llc > Profile

Instuitional Investor - Lvw Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lvw Advisors, Llc
Portfolio Value $836,355,914
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,538,710 $98,942,346 11.83%
2.
Ishares Tr - HDG MSCI EAFE
 1,749,918 $63,504,526 7.59%
3.
Schwab Strategic Trust
 FNDF 1,920,372 $46,741,859 5.59%
4.
Vanguard Scottsdale Funds
 498,240 $46,231,684 5.53%
5.
Ishares Tr - 0-5 YR TIPS ETF
 398,597 $41,242,838 4.93%
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)