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Home > Institutional Investor > Wealth Management Strategies, Inc. > 13F Holdings

Instuitional Investor - Wealth Management Strategies, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 59,668 $244,902 18.75%
2.
Dimensional Etf Trust
 458,049 $158,439 12.13%
3.
Vanguard Tax-Managed Fds
 268,054 $128,183 9.81%
4.
Dimensional Etf Trust
 305,861 $103,350 7.91%
5.
Ishares Tr
 352,231 $82,140 6.28%
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)