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Home > Institutional Investor > Rainsberger Wealth Advisors, Inc. > Profile

Instuitional Investor - Rainsberger Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Rainsberger Wealth Advisors, Inc.
Portfolio Value $183,264,727
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 306,340 $11,322,329 6.17%
2.
Schwab Strategic Trust
 FNDF 203,009 $11,301,513 6.16%
3.
Ishares Tr
 51,165 $8,027,271 4.38%
4.
Ishares Tr
 68,001 $7,964,997 4.34%
5.
Schwab Strategic Trust
 FNDF 101,842 $7,670,756 4.18%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)