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Home > Institutional Investor > Grubman Wealth Management > Profile

Instuitional Investor - Grubman Wealth Management

Fund Profile
Filing Period:
Fund Name: Grubman Wealth Management
Portfolio Value $455,095,831
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 221,192 $75,110,087 16.5%
2.
Ishares Trust
 IEF 168,122 $36,279,090 7.97%
3.
Ishares Trust
 VLUE 348,561 $31,157,884 6.85%
4.
Ishares Trust
 IEF 324,216 $31,050,191 6.82%
5.
Ishares Trust
 IEF 272,892 $27,070,927 5.95%
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)