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Home > Institutional Investor > Accretive Wealth Partners, Llc > Profile

Instuitional Investor - Accretive Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Accretive Wealth Partners, Llc
Portfolio Value $208,153,713
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,011 $11,643,349 5.59%
2.
Ishares Trust
 IEF 33,486 $10,151,813 4.87%
3.
Vanguard Specialized Funds
 55,685 $9,488,724 4.55%
4.
Vanguard Whitehall Funds
 65,394 $7,299,986 3.5%
5.
Apple Inc.
 AAPL 29,572 $5,693,456 2.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)