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Home > Institutional Investor > Chessman Wealth Strategies Ria > Profile

Instuitional Investor - Chessman Wealth Strategies Ria

Fund Profile
Filing Period:
Fund Name: Chessman Wealth Strategies Ria
Portfolio Value $211,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 5,974 $211,000 100%
2.
Wisdomtree Tr
 0 $0 0%
3.
Spdr Series Trust
 0 $0 0%
4.
Oge Energy Corp.
 OGE 0 $0 0%
5.
Invesco Exchng Traded Fd Tr
 0 $0 0%
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)