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Home > Institutional Investor > Henson-edgewater Management, Llc > Profile

Instuitional Investor - Henson-edgewater Management, Llc

Fund Profile
Filing Period:
Fund Name: Henson-edgewater Management, Llc
Portfolio Value $165,064,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 207,702 $65,384,731 39.61%
2.
Vanguard Index Fds
 63,402 $21,256,779 12.88%
3.
Vanguard Intl Equity Index Funds
 VWO 192,466 $17,398,942 10.54%
4.
Vanguard Index Fds - MID CAP ETF
 36,770 $10,671,352 6.46%
5.
Ishares Trust
 IEF 89,336 $8,922,838 5.41%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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