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Home > Institutional Investor > Horst & Graben Wealth Management Llc > Profile

Instuitional Investor - Horst & Graben Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Horst & Graben Wealth Management Llc
Portfolio Value $654,738,051
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust
 702,295 $41,575,844 6.35%
2.
Ishares Trust
 VLUE 188,664 $36,695,209 5.6%
3.
Schwab Strategic Trust
 FNDF 1,413,028 $33,163,775 5.07%
4.
Spdr Series Trust
 411,365 $32,226,372 4.92%
5.
Ishares Trust
 IEF 248,839 $30,039,788 4.59%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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