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Home > Institutional Investor > Entrewealth, Llc > Profile

Instuitional Investor - Entrewealth, Llc

Fund Profile
Filing Period:
Fund Name: Entrewealth, Llc
Portfolio Value $269,930,511
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 511,377 $27,200,154 10.08%
2.
Dimensional Etf Trust
 DFAC 308,216 $13,200,888 4.89%
3.
Plains Gp Holdings Lp
 PAGP 252,239 $11,898,629 4.41%
4.
Dimensional Etf Trust
 DFAC 233,430 $11,155,625 4.13%
5.
Dimensional Etf Trust
 DFAC 277,568 $10,683,592 3.96%
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.