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Home > Institutional Investor > Tsa Wealth Managment Llc > Profile

Instuitional Investor - Tsa Wealth Managment Llc

Fund Profile
Filing Period:
Fund Name: Tsa Wealth Managment Llc
Portfolio Value $214,557,742
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 544,339 $30,428,554 14.18%
2.
Ishares Trust
 IEF 54,624 $26,090,173 12.15%
3.
Schwab Strategic Trust
 FNDF 402,199 $18,750,517 8.73%
4.
Ishares Tr
 101,383 $14,917,495 6.95%
5.
Ishares Trust
 IEF 55,596 $12,419,590 5.78%
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)