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Home > Institutional Investor > Revisor Wealth Management Llc > Profile

Instuitional Investor - Revisor Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Revisor Wealth Management Llc
Portfolio Value $86,875,431
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 107,927 $8,243,464 9.48%
2.
Spdr S & P 500 Etf Trust
 SPY 10,112 $4,806,335 5.53%
3.
Vanguard Whitehall Funds
 56,009 $4,443,714 5.11%
4.
Ishares Inc
 EWA 162,021 $4,291,923 4.94%
5.
Vanguard Scottsdale Funds
 44,657 $3,629,729 4.17%
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)