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Home > Institutional Investor > Integris Wealth Management, Llc > Profile

Instuitional Investor - Integris Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Integris Wealth Management, Llc
Portfolio Value $383,425,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 754,404 $59,371,621 15.48%
2.
Ishares Trust
 IEF 59,184 $36,747,209 9.58%
3.
Vanguard Tax-Managed Fds
 579,108 $33,014,952 8.61%
4.
Vanguard Index Fds
 100,534 $30,555,410 7.97%
5.
Dimensional Etf Trust
 613,713 $20,197,280 5.27%
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)