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Home > Institutional Investor > Wayfinding Financial, Llc > Profile

Instuitional Investor - Wayfinding Financial, Llc

Fund Profile
Filing Period:
Fund Name: Wayfinding Financial, Llc
Portfolio Value $187,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 49,457 $20,846 11.14%
2.
Ishares Trust
 IEF 18,236 $10,735 5.73%
3.
Nvidia Corp
 NVDA 73,997 $9,937 5.31%
4.
Spdr Series Trust
 295,019 $9,664 5.16%
5.
Apple Inc.
 AAPL 38,315 $9,595 5.12%
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)