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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 $67,422,704
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 41,994 $4,687,819 6.95%
2.
Ishares Tr
 68,581 $3,691,024 5.47%
3.
Ishares Trust
 IEF 9,553 $2,896,049 4.29%
4.
Schwab Strategic Trust
 FNDF 34,865 $2,654,281 3.93%
5.
Microsoft Corp
 MSFT 6,783 $2,550,552 3.78%
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)