Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Quaker Wealth Management, Llc > Profile

Instuitional Investor - Quaker Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Quaker Wealth Management, Llc
Portfolio Value $298,588,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 187,750 $57,062,899 19.11%
2.
Vanguard Scottsdale Funds
 366,743 $29,156,037 9.76%
3.
Vanguard Whitehall Funds
 167,307 $22,303,700 7.47%
4.
Ishares Trust
 IEF 170,571 $16,335,541 5.47%
5.
Ishares Trust
 IEF 173,786 $15,336,634 5.14%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)