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Home > Institutional Investor > Strategic Family Wealth Counselors, L.l.c. > Profile

Instuitional Investor - Strategic Family Wealth Counselors, L.l.c.

Fund Profile
Filing Period:
Fund Name: Strategic Family Wealth Counselors, L.l.c.
Portfolio Value $429,961,986
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 540,636 $18,295,108 4.26%
2.
Schwab Strategic Trust
 SCHD 464,827 $14,739,650 3.43%
3.
Roblox Corp
 RBLX 261,458 $14,218,087 3.31%
4.
Spdr S & P 500 Etf Trust
 SPY 18,782 $14,026,037 3.26%
5.
Capital Group Growth Etf
 293,910 $13,872,558 3.23%
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.