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Home > Institutional Investor > Facet Wealth, Inc. > Profile

Instuitional Investor - Facet Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Facet Wealth, Inc.
Portfolio Value $7,949,735,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 18,188,897 $1,284,318,007 16.16%
2.
Vanguard Index Fds
 2,826,573 $1,057,816,819 13.31%
3.
Ishares Trust
 HYG 3,776,190 $839,220,497 10.56%
4.
Vanguard Bond Index Funds
 BND 10,275,131 $720,800,433 9.07%
5.
Ishares Trust
 IEF 2,410,395 $467,014,007 5.87%
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.