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Home > Institutional Investor > Wfa Of San Diego, Llc > Profile

Instuitional Investor - Wfa Of San Diego, Llc

Fund Profile
Filing Period:
Fund Name: Wfa Of San Diego, Llc
Portfolio Value $136,639,240
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 54,519 $14,821,403 10.85%
2.
Vanguard Total Stock Market Etf - ETF
 33,640 $11,278,470 8.25%
3.
Vanguard Bond Index Funds
 BND 62,967 $4,663,966 3.41%
4.
Vanguard Scottsdale Funds
 33,483 $4,076,555 2.98%
5.
Berkshire Hathaway Inc
 BRK.A 7,616 $3,827,931 2.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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