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Home > Institutional Investor > Rooted Wealth Advisors, Inc. > 13F Holdings

Instuitional Investor - Rooted Wealth Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 77,431 $36,045,857 15.53%
2.
Ishares Tr
 248,475 $14,021,428 6.04%
3.
J P Morgan Exchange Traded F
 249,478 $13,007,803 5.6%
4.
Invesco Actively Managed Exc
 248,579 $11,732,929 5.05%
5.
Ishares Tr - CORE MSCI TOTAL
 180,039 $11,623,319 5.01%
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)