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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 $238,371,911
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 415,093 $24,473,883 10.27%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 230,785 $11,684,622 4.9%
3.
Vanguard Tax-Managed Fds
 222,439 $11,306,574 4.74%
4.
Apple Inc.
 AAPL 47,715 $10,598,895 4.45%
5.
Microsoft Corp
 MSFT 27,012 $10,140,120 4.25%
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)