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Home > Institutional Investor > Vance Wealth, Inc. > Profile

Instuitional Investor - Vance Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Vance Wealth, Inc.
Portfolio Value $258,980,699
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,631,220 $56,423,916 21.78%
2.
Dimensional Etf Trust
 1,113,860 $27,690,553 10.69%
3.
Procter & Gamble Co
 PG 86,859 $14,561,947 5.62%
4.
Vanguard Scottsdale Funds
 122,856 $12,691,051 4.9%
5.
Apple Inc.
 AAPL 37,205 $9,316,877 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)