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Home > Institutional Investor > Fiscal Wisdom Wealth Management, Llc > Profile

Instuitional Investor - Fiscal Wisdom Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Fiscal Wisdom Wealth Management, Llc
Portfolio Value $117,909,990
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Gold Resource Corp
 GORO 35,201,380 $44,353,739 37.62%
2.
Ishares Tr
 41,966 $4,224,717 3.58%
3.
Spdr Series Trust
 KRE 43,783 $3,847,662 3.26%
4.
Schwab Strategic Trust
 SCHD 101,215 $3,209,522 2.72%
5.
Ishares Trust
 IEF 3,205 $2,400,065 2.04%
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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