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Home > Institutional Investor > Enzi Wealth > Profile

Instuitional Investor - Enzi Wealth

Fund Profile
Filing Period:
Fund Name: Enzi Wealth
Portfolio Value $273,002,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 61,305 $38,403,768 14.07%
2.
John Hancock Exchange Traded
 606,832 $37,623,563 13.78%
3.
Ishares Tr - MSCI INTL QUALTY
 528,040 $22,710,982 8.32%
4.
Ishares Trust
 IEF 180,201 $20,330,317 7.45%
5.
Exxon Mobil Corp
 XOM 137,887 $15,916,296 5.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)