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Home > Institutional Investor > Gfs Private Wealth, Llc > Profile

Instuitional Investor - Gfs Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Gfs Private Wealth, Llc
Portfolio Value $29,562,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 275,174 $38,703,000 13.27%
2.
Vanguard Specialized Funds
 261,964 $26,728,000 9.16%
3.
Schwab Strategic Trust
 FNDF 400,288 $21,323,000 7.31%
4.
Ishares Trust
 IEF 90,338 $16,866,000 5.78%
5.
Ishares Trust
 IEF 123,393 $16,619,000 5.69%
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)