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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 $439,130,532
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 279,810 $15,641,359 3.56%
2.
Ishares Trust
 IEF 30,253 $14,449,960 3.29%
3.
Spdr Index Shs Fds
 378,961 $12,888,468 2.93%
4.
Vanguard Index Fds
 26,533 $11,589,753 2.63%
5.
Apple Inc.
 AAPL 58,550 $11,272,711 2.56%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)