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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 $101,673,172
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 296,210 $16,490,017 16.21%
2.
Ishares Trust
 IEF 101,053 $8,521,787 8.38%
3.
Johnson & Johnson
 JNJ 42,621 $6,680,439 6.57%
4.
Ishares Tr
 111,640 $5,634,462 5.54%
5.
Apple Inc.
 AAPL 21,549 $4,148,909 4.08%
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)