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Home > Institutional Investor > Robinson Smith Wealth Advisors Llc > Profile

Instuitional Investor - Robinson Smith Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Robinson Smith Wealth Advisors Llc
Portfolio Value $117,949,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,040,141 $23,611,197 20.01%
2.
Ishares Trust
 IEF 100,396 $9,295,696 7.88%
3.
Johnson & Johnson
 JNJ 37,717 $5,454,633 4.62%
4.
Capital Grp Fixed Incm Etf T
 199,048 $5,358,367 4.54%
5.
Ishares Tr
 76,676 $3,869,848 3.28%
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)