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Home > Institutional Investor > Traveka Wealth, Llc > Profile

Instuitional Investor - Traveka Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Traveka Wealth, Llc
Portfolio Value $198,749,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 53,888 $23,538,115 11.84%
2.
Vanguard Bond Index Funds
 BND 282,603 $21,766,084 10.95%
3.
Vanguard Bond Index Funds
 BND 138,960 $10,613,772 5.34%
4.
Vanguard Index Fds
 51,979 $9,354,686 4.7%
5.
Ishares Tr
 63,335 $6,866,147 3.45%
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)