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Home > Institutional Investor > Carlsbad Wealth Advisory Group, Inc. > Profile

Instuitional Investor - Carlsbad Wealth Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Carlsbad Wealth Advisory Group, Inc.
Portfolio Value $155,102,330
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 445,202 $23,315,241 15.03%
2.
Schwab Strategic Trust
 FNDF 282,450 $21,169,641 13.64%
3.
Schwab Strategic Trust
 FNDF 260,219 $17,458,082 11.25%
4.
Vanguard Tax-Managed Fds
 328,080 $15,150,731 9.76%
5.
Schwab Strategic Trust
 FNDF 194,531 $10,199,286 6.57%
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)