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Home > Institutional Investor > Kaydan Wealth Management, Inc. > Profile

Instuitional Investor - Kaydan Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Kaydan Wealth Management, Inc.
Portfolio Value $305,386,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 694,476 $39,592,077 12.96%
2.
Vanguard Index Fds - VALUE ETF
 166,346 $29,399,979 9.63%
3.
Ishares Trust
 IEF 306,668 $25,410,510 8.32%
4.
Ishares Trust
 IAU 359,245 $22,402,518 7.34%
5.
Ishares Trust
 IEF 157,171 $21,224,391 6.95%
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)