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 > Treybourne Wealth Planners, Inc. > Profile

Instuitional Investor - Treybourne Wealth Planners, Inc.

Fund Profile
Filing Period:
Fund Name: Treybourne Wealth Planners, Inc.
Portfolio Value $161,578,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 245,977 $35,903,000 22.22%
2.
Schwab Strategic Trust
 FNDF 418,700 $28,627,000 17.71%
3.
Vanguard Tax-Managed Intl Fd
 341,316 $17,585,000 10.88%
4.
Schwab Strategic Trust
 FNDF 464,863 $15,471,000 9.57%
5.
Schwab Strategic Trust
 FNDF 116,807 $12,169,000 7.53%
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%
Subscribe Now

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