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Home > Institutional Investor > Consilium Wealth Advisory, Llc > Profile

Instuitional Investor - Consilium Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Consilium Wealth Advisory, Llc
Portfolio Value $142,810,496
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 296,021 $15,745,369 9.46%
2.
Dimensional Etf Trust
 497,631 $14,252,146 8.57%
3.
Apple Inc.
 AAPL 67,098 $12,918,342 7.76%
4.
Wells Fargo & Company
 WFC 169,291 $8,332,479 5.01%
5.
Schwab Strategic Trust
 FNDF 163,487 $7,723,108 4.64%
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)