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Home > Institutional Investor > Code Waechter Llc > Profile

Instuitional Investor - Code Waechter Llc

Fund Profile
Filing Period:
Fund Name: Code Waechter Llc
Portfolio Value $121,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 367,074 $9,192 7.56%
2.
Pacer Fds Tr
 184,096 $6,904 5.68%
3.
Capital Group Dividend Value
 166,774 $5,944 4.89%
4.
Pacer Fds Tr
 108,278 $5,929 4.88%
5.
Schwab Strategic Trust
 FNDF 209,564 $5,210 4.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)