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Home > Institutional Investor > Robinson Smith Wealth Advisors Llc > Profile

Instuitional Investor - Robinson Smith Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Robinson Smith Wealth Advisors Llc
Portfolio Value $119,469,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,060,433 $22,831,131 19.11%
2.
Ishares Trust
 IEF 101,190 $9,338,843 7.82%
3.
Johnson & Johnson
 JNJ 36,502 $6,053,492 5.07%
4.
Capital Grp Fixed Incm Etf T
 219,978 $5,899,800 4.94%
5.
Ishares Tr
 77,312 $3,916,622 3.28%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)