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

Instuitional Investor - Scissortail Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Scissortail Wealth Management, Llc
Portfolio Value $390,633,435
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 137,929 $39,973,945 10.23%
2.
Ishares Trust
 IEF 199,556 $20,260,922 5.18%
3.
Ishares Trust
 IEF 26,826 $15,792,038 4.04%
4.
Apple Inc.
 AAPL 54,095 $13,546,521 3.46%
5.
Ishares Tr
 75,132 $13,379,473 3.42%
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)