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Home > Institutional Investor > Cassaday & Co Wealth Management Llc > Profile

Instuitional Investor - Cassaday & Co Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cassaday & Co Wealth Management Llc
Portfolio Value $2,884,853,716
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 3,727,135 $967,228,908 33.52%
2.
World Gold Tr
 5,340,293 $218,471,387 7.57%
3.
Ishares Trust
 IEF 2,034,598 $212,534,137 7.36%
4.
Ishares Trust
 IEF 822,438 $207,435,380 7.19%
5.
Schwab Strategic Trust
 FNDF 1,630,076 $124,097,668 4.3%
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)