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Home > Institutional Investor > Talisman Wealth Advisors Llc > Profile

Instuitional Investor - Talisman Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Talisman Wealth Advisors Llc
Portfolio Value $94,256,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 100,499 $6,164,617 6.54%
2.
Vanguard Whitehall Funds
 47,233 $6,026,401 6.39%
3.
Ishares Trust
 IEF 13,153 $5,282,127 5.6%
4.
Schwab Strategic Trust
 FNDF 181,007 $4,945,104 5.24%
5.
Apple Inc.
 AAPL 12,691 $3,178,155 3.37%
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)