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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 $234,572,890
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 312,869 $24,406,928 10.4%
2.
Schwab Strategic Trust
 FNDF 828,666 $18,810,729 8.01%
3.
Invesco Exch Trd Slf Idx Fd
 764,283 $15,385,023 6.55%
4.
Ishares Trust
 IEF 90,647 $12,970,669 5.52%
5.
Capital Group Dividend Value
 239,590 $8,447,950 3.6%
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)