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Home > Institutional Investor > Vci Wealth Management Llc > Profile

Instuitional Investor - Vci Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Vci Wealth Management Llc
Portfolio Value $164,336,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 403,140 $14,900,056 9.06%
2.
Vanguard Intl Equity Index Funds
 VWO 216,047 $8,879,546 5.4%
3.
Schwab Strategic Trust
 FNDF 178,685 $8,441,083 5.13%
4.
J P Morgan Exchange Traded F
 131,931 $6,626,877 4.03%
5.
Vanguard Scottsdale Funds
 131,633 $6,102,522 3.71%
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)