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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
 DFAC 1,883,822 $83,566,355 19.53%
2.
Tesla Inc.
 TSLA 118,395 $49,796,937 11.64%
3.
Dimensional Etf Trust
 DFAC 1,061,732 $39,560,140 9.25%
4.
Dimensional Etf Trust
 DFAC 517,408 $28,178,024 6.59%
5.
Ishares Trust
 HYG 71,699 $24,580,467 5.75%
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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