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Home > Institutional Investor > Kellett Schaffner Wealth Advisors Llc > Profile

Instuitional Investor - Kellett Schaffner Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kellett Schaffner Wealth Advisors Llc
Portfolio Value $134,392,089
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 162,873 $17,631,050 13.11%
2.
Vanguard Index Fds
 63,000 $14,656,383 10.9%
3.
Sector Spdr Trust
 XLB 53,869 $10,368,782 7.71%
4.
Schwab Strategic Trust
 FNDF 118,796 $9,043,934 6.72%
5.
Procter & Gamble Co
 PG 51,042 $7,479,755 5.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)