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Home > Institutional Investor > Wrenne Financial Planning Llc > Profile

Instuitional Investor - Wrenne Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Wrenne Financial Planning Llc
Portfolio Value $245,822,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 156,885 $52,598,840 21.4%
2.
Vanguard Intl Equity Index Funds
 VWO 545,724 $40,143,463 16.33%
3.
Spdr Series Trust
 196,346 $17,861,645 7.27%
4.
Vanguard Index Fds - REAL ESTATE ETF
 199,732 $17,674,308 7.19%
5.
Vanguard Bond Index Funds
 BND 195,481 $14,479,346 5.89%
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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