Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sva Plumb Wealth Management, Llc > Profile

Instuitional Investor - Sva Plumb Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sva Plumb Wealth Management, Llc
Portfolio Value $1,147,230,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,703,037 $116,113,000 10.12%
2.
Vanguard Star Fds
 1,928,011 $115,989,000 10.11%
3.
Schwab Strategic Trust
 FNDF 1,251,340 $113,809,000 9.92%
4.
J P Morgan Exchange-Traded F
 747,959 $62,567,000 5.45%
5.
Ishares Trust
 IEF 577,799 $53,100,000 4.62%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)