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Home > Institutional Investor > Delap Wealth Advisory, Llc > 13F Holdings

Instuitional Investor - Delap Wealth Advisory, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 224,371 $36,857,475 12.46%
2.
Ishares Tr - CORE MSCI INTL
 274,303 $24,415,668 8.25%
3.
Dimensional Etf Trust
 DFAC 399,674 $17,729,556 5.99%
4.
Dimensional Etf Trust
 DFAC 400,452 $16,274,364 5.5%
5.
Vanguard Tax-Managed Fds
 227,131 $16,183,098 5.47%
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.