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Home > Institutional Investor > Bcs Wealth Management > Profile

Instuitional Investor - Bcs Wealth Management

Fund Profile
Filing Period:
Fund Name: Bcs Wealth Management
Portfolio Value $388,906
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 56,735 $29,157 7.5%
2.
Schwab Strategic Trust
 FNDF 671,683 $14,831 3.81%
3.
Invesco Exch Trd Slf Idx Fd
 570,291 $11,794 3.03%
4.
Invesco Exch Trd Slf Idx Fd
 576,198 $11,224 2.89%
5.
Schwab Strategic Trust
 FNDF 505,445 $9,998 2.57%
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)