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Home > Institutional Investor > Siligmueller & Norvid Wealth Advisors Llc > Profile

Instuitional Investor - Siligmueller & Norvid Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Siligmueller & Norvid Wealth Advisors Llc
Portfolio Value $236,408,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 317,566 $25,218,639 10.67%
2.
Schwab Strategic Trust
 FNDF 830,191 $17,874,113 7.56%
3.
Invesco Exch Trd Slf Idx Fd
 765,292 $15,573,688 6.59%
4.
Ishares Trust
 IEF 91,228 $12,416,120 5.25%
5.
Capital Group Dividend Value
 268,616 $9,625,159 4.07%
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)