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Home > Institutional Investor > Apcm Wealth Management For Individuals > Profile

Instuitional Investor - Apcm Wealth Management For Individuals

Fund Profile
Filing Period:
Fund Name: Apcm Wealth Management For Individuals
Portfolio Value $638,639,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 273,269 $152,864,018 23.94%
2.
Vanguard Bond Index Funds
 BND 1,018,923 $74,839,906 11.72%
3.
Ishares Trust
 IEF 1,048,052 $61,153,861 9.58%
4.
Flexshares Trust
 713,204 $41,109,064 6.44%
5.
Ishares Tr - CORE MSCI EAFE
 452,052 $34,197,716 5.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)