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Home > Institutional Investor > Envision Financial Transparency, Llc > Profile

Instuitional Investor - Envision Financial Transparency, Llc

Fund Profile
Filing Period:
Fund Name: Envision Financial Transparency, Llc
Portfolio Value $117,240,039
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 63,969 $30,721,135 26.2%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 40,428 $20,528,064 17.51%
3.
Ishares Trust
 HYG 125,975 $6,451,183 5.5%
4.
Market Vectors Etf Trust
 GDX 165,547 $4,579,049 3.91%
5.
Global X Fds
 145,234 $4,545,842 3.88%
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.