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Home > Institutional Investor > Walkner Condon Financial Advisors Llc > Profile

Instuitional Investor - Walkner Condon Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Walkner Condon Financial Advisors Llc
Portfolio Value $492,157,406
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 409,300 $28,217,143 5.73%
2.
Ishares Trust
 IEF 31,910 $18,784,629 3.81%
3.
Vanguard Index Fds
 28,546 $15,380,982 3.12%
4.
Spdr Index Shs Fds
 444,856 $15,182,928 3.08%
5.
Apple Inc.
 AAPL 58,415 $14,628,459 2.97%
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)