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Home > Institutional Investor > Talisman Wealth Advisors Llc > Profile

Instuitional Investor - Talisman Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Talisman Wealth Advisors Llc
Portfolio Value $97,352,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 108,252 $6,687,839 6.87%
2.
Vanguard Whitehall Funds
 48,991 $6,317,872 6.49%
3.
Schwab Strategic Trust
 FNDF 204,505 $5,717,962 5.87%
4.
Ishares Trust
 IEF 14,661 $5,293,826 5.44%
5.
Microsoft Corp
 MSFT 9,016 $3,384,382 3.48%
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)