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Home > Institutional Investor > Prentice Wealth Management Llc > Profile

Instuitional Investor - Prentice Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Prentice Wealth Management Llc
Portfolio Value $256,608,985
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 200,187 $47,488,289 18.5%
2.
Ishares Trust
 IEF 279,890 $27,779,083 10.82%
3.
Vanguard Intl Equity Index Funds
 VWO 234,652 $24,141,012 9.4%
4.
Franklin Templeton Etf Tr
 591,751 $13,870,647 5.4%
5.
Vanguard Intl Equity Index Funds
 VWO 246,021 $10,111,468 3.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)