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

Instuitional Investor - Jfg Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jfg Wealth Management, Llc
Portfolio Value $439,964,152
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 721,790 $185,521,684 42.17%
2.
Pimco Etf Trust
 648,726 $65,274,839 14.84%
3.
Vanguard Tax-Managed Fds
 1,006,129 $51,141,545 11.62%
4.
Vanguard Intl Equity Index Funds
 VWO 526,111 $23,811,784 5.41%
5.
Schwab Strategic Trust
 FNDF 413,087 $14,821,562 3.37%
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)