Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $698,076,797
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 297,846 $184,024,429 26.36%
2.
Ishares Trust
 IEF 1,175,233 $72,887,935 10.44%
3.
Vanguard Bond Index Funds
 BND 954,373 $70,270,453 10.07%
4.
Flexshares Trust
 693,451 $42,910,735 6.15%
5.
Ishares Tr - CORE MSCI EAFE
 443,764 $37,045,456 5.31%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.