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Home > Institutional Investor > Strata Wealth Advisors, Llc > Profile

Instuitional Investor - Strata Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Strata Wealth Advisors, Llc
Portfolio Value $253,926,528
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 763,363 $44,526,962 17.53%
2.
Vanguard Index Fds
 143,096 $44,485,579 17.51%
3.
Schwab Strategic Trust
 FNDF 1,067,067 $35,992,181 14.17%
4.
Berkshire Hathaway Inc
 BRK.A 79,388 $28,314,524 11.15%
5.
Schwab Strategic Trust
 FNDF 195,292 $12,096,357 4.76%
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)