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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 $5,324,570,386
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 18,830,638 $1,655,401,379 31.09%
2.
Ishares Trust
 IEF 947,047 $373,098,817 7.01%
3.
Ishares Trust
 IEF 2,243,150 $328,419,572 6.17%
4.
Schwab Strategic Trust
 SCHD 9,917,423 $314,481,490 5.91%
5.
Ishares Trust
 IEF 1,255,289 $285,025,808 5.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.