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Home > Institutional Investor > Orgel Wealth Management, Llc > Profile

Instuitional Investor - Orgel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Orgel Wealth Management, Llc
Portfolio Value $3,381,538,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 3,827,435 $414,932,229 12.27%
2.
Vanguard Scottsdale Funds
 6,427,897 $374,939,215 11.08%
3.
Vanguard Bond Index Funds
 BND 4,882,361 $359,097,622 10.61%
4.
Schwab Strategic Trust
 FNDF 4,114,781 $313,258,290 9.26%
5.
Vanguard Admiral Fds Inc
 1,914,482 $189,897,512 5.61%
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)