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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 $477,964,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 758,573 $216,420,877 45.28%
2.
Pimco Etf Trust
 650,864 $65,434,601 13.69%
3.
Vanguard Tax-Managed Fds
 1,053,909 $60,083,360 12.57%
4.
Vanguard Intl Equity Index Funds
 VWO 585,136 $28,940,827 6.06%
5.
Schwab Strategic Trust
 FNDF 393,203 $16,746,516 3.5%
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)