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Home > Institutional Investor > Bt Wealth Management Llc > Profile

Instuitional Investor - Bt Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bt Wealth Management Llc
Portfolio Value $356,379,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 362,414 $75,295,000 21.12%
2.
Ishares Trust
 IEF 133,540 $50,632,000 14.2%
3.
Vanguard Specialized Funds
 310,588 $44,560,000 12.5%
4.
Invesco Exchange Traded Fd T
 323,481 $43,421,000 12.18%
5.
Ishares Trust
 IEF 125,604 $27,470,000 7.7%
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)