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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 $315,585,234
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,809 $26,038,666 8.25%
2.
Ishares Tr Ibonds 24 Trm Ts
 681,793 $16,322,121 5.17%
3.
Ishares Tr Msci Usa Qlt Fct
 71,946 $10,988,262 3.48%
4.
Jpmorgan Chase & Co
 JPM 63,455 $10,960,579 3.47%
5.
Ishares Tr Ibonds 25 Trm Ts
 403,775 $9,424,078 2.98%
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)