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Home > Institutional Investor > Vci Wealth Management Llc > Profile

Instuitional Investor - Vci Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Vci Wealth Management Llc
Portfolio Value $285,654,256
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 426,436 $26,592,549 9.31%
2.
Microsoft Corp
 MSFT 28,262 $14,057,708 4.92%
3.
Vanguard Tax-Managed Fds
 241,970 $13,794,710 4.83%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 261,966 $13,276,429 4.65%
5.
Nvidia Corp
 NVDA 79,688 $12,589,883 4.41%
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)