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Home > Institutional Investor > Tiedemann Wealth Management, Llc > Profile

Instuitional Investor - Tiedemann Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tiedemann Wealth Management, Llc
Portfolio Value $2,332,164,340
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 5,090,731 $350,853,218 15.04%
2.
Ishares Trust
 IEF 1,032,262 $258,564,577 11.08%
3.
Spdr Series Trust
 5,749,413 $251,766,845 10.79%
4.
Ishares Trust
 IEF 1,882,670 $178,155,037 7.63%
5.
Ishares Tr - 0-5 YR TIPS ETF
 1,520,895 $147,404,976 6.32%
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)