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Home > Institutional Investor > Etesian Wealth Advisors, Inc. > Profile

Instuitional Investor - Etesian Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Etesian Wealth Advisors, Inc.
Portfolio Value $166,496,239
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 166,393 $7,971,882 4.78%
2.
Ishares Trust
 IEF 69,157 $7,589,965 4.55%
3.
Apple Inc.
 AAPL 32,390 $6,270,057 3.76%
4.
First Tr Exchng Traded Fd Vi
 239,923 $5,947,692 3.57%
5.
Spdr S & P 500 Etf Trust
 SPY 11,139 $5,309,850 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)