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Home > Institutional Investor > Hubbell Strickland Wealth Management, Llc > Profile

Instuitional Investor - Hubbell Strickland Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hubbell Strickland Wealth Management, Llc
Portfolio Value $182,766,989
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 358,002 $61,003,557 33.37%
2.
Ishares Trust
 IEF 35,782 $17,090,391 9.35%
3.
Spdr Series Trust
 112,456 $14,053,572 7.68%
4.
Ishares Trust
 IEF 45,900 $12,721,113 6.96%
5.
Vanguard Index Fds
 27,084 $8,420,005 4.6%
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)