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 > Siligmueller & Norvid Wealth Advisors Llc > Profile

Instuitional Investor - Siligmueller & Norvid Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Siligmueller & Norvid Wealth Advisors Llc
Portfolio Value $257,507,363
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 357,462 $28,271,657 10.98%
2.
Schwab Strategic Trust
 FNDF 865,959 $20,860,953 8.1%
3.
Invesco Exch Trd Slf Idx Fd
 914,990 $18,720,690 7.27%
4.
Capital Group Dividend Value
 325,059 $13,194,160 5.12%
5.
Ishares Trust
 IEF 83,543 $12,732,728 4.94%
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)