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Home > Institutional Investor > Strata Wealth Advisors, Llc > Profile

Instuitional Investor - Strata Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Strata Wealth Advisors, Llc
Portfolio Value $318,598,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 136,606 $56,068,510 17.59%
2.
Vanguard Scottsdale Funds
 888,047 $51,666,565 16.21%
3.
Schwab Strategic Trust
 FNDF 1,469,705 $48,808,906 15.31%
4.
Berkshire Hathaway Inc
 BRK.A 78,615 $35,634,607 11.18%
5.
Schwab Strategic Trust
 FNDF 607,668 $14,389,585 4.51%
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)