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Home > Institutional Investor > Net Worth Advisory Group > Profile

Instuitional Investor - Net Worth Advisory Group

Fund Profile
Filing Period:
Fund Name: Net Worth Advisory Group
Portfolio Value $329,414,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 253,578 $12,437,985 3.77%
2.
Ishares Trust
 IEF 107,340 $11,437,126 3.47%
3.
Ishares Trust
 IEF 127,942 $10,488,674 3.18%
4.
Ishares Trust
 IEF 105,680 $9,770,111 2.96%
5.
Ishares Trust
 IEF 91,169 $9,740,497 2.95%
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)