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Home > Institutional Investor > Reframe Wealth, Llc > Profile

Instuitional Investor - Reframe Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Reframe Wealth, Llc
Portfolio Value $260,156,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,212,962 $61,460,773 23.62%
2.
Ishares Trust
 IEF 144,222 $25,146,506 9.66%
3.
Spdr Series Trust
 309,403 $22,351,298 8.59%
4.
Ishares S&P National Muni Bond
 198,130 $20,906,678 8.03%
5.
Ishares Trust
 IEF 302,999 $20,694,832 7.95%
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)