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Home > Institutional Investor > Envision Financial Llc > 13F Holdings

Instuitional Investor - Envision Financial Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 34,032 $20,840,439 11.94%
2.
Wisdomtree Tr
 329,768 $16,577,421 9.5%
3.
Schwab Strategic Trust
 FNDF 610,560 $16,057,728 9.2%
4.
Schwab Strategic Trust
 FNDF 583,877 $13,592,658 7.79%
5.
Schwab Strategic Trust
 FNDF 499,490 $13,156,557 7.54%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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