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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 $233,149,718
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 114,506 $31,470,790 13.5%
2.
Philip Morris International Inc.
 PM 129,007 $20,477,333 8.78%
3.
Schwab Strategic Trust
 FNDF 619,259 $15,506,239 6.65%
4.
Schwab Strategic Trust
 FNDF 540,867 $11,644,871 4.99%
5.
Vanguard Index Fds - SM CP VAL ETF
 55,344 $10,310,011 4.42%
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)