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Home > Institutional Investor > Transparent Wealth Partners Llc > Profile

Instuitional Investor - Transparent Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Transparent Wealth Partners Llc
Portfolio Value $136,816,213
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 231,183 $35,604,418 26.02%
2.
Schwab Strategic Trust
 FNDF 414,629 $27,021,353 19.75%
3.
Invesco Exchange Traded Fd T
 95,720 $13,843,067 10.11%
4.
Ishares Trust
 IEF 138,541 $13,396,896 9.79%
5.
Invesco Exch Trd Slf Idx Fd
 382,430 $7,874,224 5.75%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)