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Home > Institutional Investor > Wolff Financial Management Llc > 13F Holdings

Instuitional Investor - Wolff Financial Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 95,264 $39,100 10.84%
2.
Vanguard Tax-Managed Fds
 679,424 $32,490 9.01%
3.
Ishares Tr
 508,917 $31,217 8.66%
4.
Spdr Series Trust
 231,681 $30,605 8.49%
5.
Vanguard Index Fds
 110,481 $26,546 7.36%
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)