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Home > Institutional Investor > Weinberger Asset Management, Inc > Profile

Instuitional Investor - Weinberger Asset Management, Inc

Fund Profile
Filing Period:
Fund Name: Weinberger Asset Management, Inc
Portfolio Value $239,411,900
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 115,626 $33,509,498 13.99%
2.
Schwab Strategic Trust
 FNDF 629,207 $17,536,002 7.32%
3.
Philip Morris International Inc.
 PM 128,986 $15,523,463 6.48%
4.
Schwab Strategic Trust
 FNDF 555,774 $12,616,077 5.26%
5.
Vanguard Index Fds - SM CP VAL ETF
 55,695 $11,037,685 4.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)