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Home > Institutional Investor > Schwallier Wealth Management Llc > Profile

Instuitional Investor - Schwallier Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Schwallier Wealth Management Llc
Portfolio Value $158,324,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 72,415 $15,781,503 9.97%
2.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 166,099 $14,965,500 9.45%
3.
Schwab Strategic Trust
 SCHD 365,484 $12,367,985 7.81%
4.
Spdr Series Trust
 KRE 125,145 $10,997,726 6.95%
5.
Blackrock Etf Trust
 DYNF 131,532 $8,945,510 5.65%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.