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Home > Institutional Investor > Waterford Advisors, Llc > Profile

Instuitional Investor - Waterford Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Waterford Advisors, Llc
Portfolio Value $196,440,439
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 86,138 $50,707,464 25.81%
2.
Vanguard Index Fds
 60,296 $24,748,042 12.59%
3.
Vanguard Index Fds
 135,279 $22,902,681 11.65%
4.
Vanguard Tax-Managed Fds
 359,510 $17,191,780 8.75%
5.
Schwab Strategic Trust
 FNDF 626,777 $16,208,450 8.25%
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)