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

Instuitional Investor - Vigil Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Vigil Wealth Management, Llc
Portfolio Value $140,196,312
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 296,620 $14,617,445 10.43%
2.
Dimensional Etf Trust
 DFAC 312,798 $13,875,715 9.9%
3.
Capital Group Core Equity Et
 310,840 $13,826,159 9.86%
4.
Dimensional Etf Trust
 DFAC 185,766 $9,602,230 6.85%
5.
Philip Morris International Inc.
 PM 48,893 $8,845,233 6.31%
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.