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Home > Institutional Investor > Towerpoint Wealth, Llc > 13F Holdings

Instuitional Investor - Towerpoint Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 64,375 $28,221,942 12.51%
2.
Vanguard Index Fds - VALUE ETF
 151,517 $26,779,125 11.87%
3.
Vanguard Scottsdale Funds
 207,040 $17,167,729 7.61%
4.
Vanguard Tax-Managed Fds
 248,640 $14,174,975 6.28%
5.
Vanguard Index Fds - MID CAP ETF
 50,082 $14,014,567 6.21%
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)