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Home > Institutional Investor > Abound Wealth Management > 13F Holdings

Instuitional Investor - Abound Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 408,195 $48,505,781 12.14%
2.
Ishares Trust
 IEF 420,665 $42,171,713 10.56%
3.
Vanguard Tax-Managed Fds
 508,918 $30,494,364 7.63%
4.
Ishares Trust
 IEF 38,925 $26,052,481 6.52%
5.
Vanguard Index Fds - LARGE CAP ETF
 78,842 $24,272,441 6.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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