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Home > Institutional Investor > Triagen Wealth Management Llc > Profile

Instuitional Investor - Triagen Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Triagen Wealth Management Llc
Portfolio Value $209,780,187
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 76,731 $14,773,036 7.04%
2.
Vanguard Index Fds
 40,282 $9,371,204 4.46%
3.
Franklin Templeton Etf Tr
 302,592 $9,301,688 4.43%
4.
Schwab Strategic Trust
 FNDF 90,092 $7,474,032 3.56%
5.
Vanguard World Fd
 40,748 $6,897,821 3.28%
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)