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Home > Institutional Investor > Straight Path Wealth Management > 13F Holdings

Instuitional Investor - Straight Path Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,612,930 $62,210,701 16.78%
2.
Tesla Inc.
 TSLA 117,177 $52,110,955 14.05%
3.
Dimensional Etf Trust
 949,602 $31,137,462 8.4%
4.
Dimensional Etf Trust
 410,741 $22,824,898 6.16%
5.
Ishares Trust
 VLUE 69,773 $17,893,224 4.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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