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Home > Institutional Investor > Tlwm > Profile

Instuitional Investor - Tlwm

Fund Profile
Filing Period:
Fund Name: Tlwm
Portfolio Value $526,352,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 172,659 $106,675,530 20.27%
2.
Ishares Trust
 IEF 294,017 $103,199,683 19.61%
3.
Ishares Tr - MSCI ACWI EX US
 812,122 $49,490,657 9.4%
4.
Ishares Tr
 484,569 $48,791,156 9.27%
5.
Invesco Exch Trd Slf Idx Fd
 1,560,875 $30,468,261 5.79%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)