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Home > Institutional Investor > Troutman Wealth Management, Llc > Profile

Instuitional Investor - Troutman Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Troutman Wealth Management, Llc
Portfolio Value $129,971,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Grp Fixed Incm Etf T
 786,014 $17,520,247 13.48%
2.
Vanguard Bond Index Funds
 BND 165,886 $12,177,668 9.37%
3.
Vanguard Whitehall Funds
 VYM 112,800 $11,076,989 8.52%
4.
Capital Group Intl Focus Eqt
 306,598 $10,614,438 8.17%
5.
Capital Group Growth Etf
 190,987 $9,014,574 6.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.