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Home > Institutional Investor > Treybourne Wealth Planners, Inc. > Profile

Instuitional Investor - Treybourne Wealth Planners, Inc.

Fund Profile
Filing Period:
Fund Name: Treybourne Wealth Planners, Inc.
Portfolio Value $161,578,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 245,977 $35,903,000 22.22%
2.
Schwab Strategic Trust
 FNDF 418,700 $28,627,000 17.71%
3.
Vanguard Tax-Managed Intl Fd
 341,316 $17,585,000 10.88%
4.
Schwab Strategic Trust
 FNDF 464,863 $15,471,000 9.57%
5.
Schwab Strategic Trust
 FNDF 116,807 $12,169,000 7.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)