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Home > Institutional Investor > Tlwm > Profile

Instuitional Investor - Tlwm

Fund Profile
Filing Period:
Fund Name: Tlwm
Portfolio Value $555,156,422
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 172,513 $112,189,299 20.21%
2.
Ishares Trust
 IEF 294,238 $109,067,581 19.65%
3.
Ishares Tr - MSCI ACWI EX US
 940,099 $64,368,279 11.59%
4.
Spdr Series Trust
 388,554 $38,043,254 6.85%
5.
Invesco Exch Trd Slf Idx Fd
 1,702,736 $33,254,429 5.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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