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Home > Institutional Investor > Towerpoint Wealth, Llc > 13F Holdings

Instuitional Investor - Towerpoint Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 72,004 $22,384,477 12.2%
2.
Vanguard Index Fds
 140,368 $20,985,007 11.43%
3.
Vanguard Scottsdale Funds
 224,738 $18,266,679 9.95%
4.
Vanguard Tax-Managed Fds
 239,264 $11,460,753 6.24%
5.
Ishares Tr
 102,570 $7,937,878 4.32%
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)