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Home > Institutional Investor > Sva Plumb Wealth Management, Llc > Profile

Instuitional Investor - Sva Plumb Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sva Plumb Wealth Management, Llc
Portfolio Value $1,147,230,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,703,037 $116,113,000 10.12%
2.
Vanguard Star Fds
 1,928,011 $115,989,000 10.11%
3.
Schwab Strategic Trust
 FNDF 1,251,340 $113,809,000 9.92%
4.
J P Morgan Exchange-Traded F
 747,959 $62,567,000 5.45%
5.
Ishares Trust
 IEF 577,799 $53,100,000 4.62%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)