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Home > Institutional Investor > Pandowealth. Llc > Profile

Instuitional Investor - Pandowealth. Llc

Fund Profile
Filing Period:
Fund Name: Pandowealth. Llc
Portfolio Value $121,455,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,499,476 $61,096,216 50.3%
2.
Dimensional Etf Trust
 DFAC 1,021,485 $45,313,029 37.31%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 113,472 $4,768,859 3.93%
4.
Vanguard Index Fds
 5,219 $1,931,359 1.59%
5.
Dimensional Etf Trust
 DFAC 25,540 $1,785,245 1.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.