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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 $134,434,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Inc - MSCI GBL ETF NEW
 146,346 $11,158,854 8.3%
2.
Vanguard Bond Index Funds
 BND 59,293 $8,915,659 6.63%
3.
Ishares Trust
 IEF 63,410 $7,873,597 5.86%
4.
Schwab Strategic Trust
 SCHD 221,635 $7,028,046 5.23%
5.
Vanguard Index Fds
 16,090 $5,953,817 4.43%
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.