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Home > Institutional Investor > Waterford Advisors, Llc > Profile

Instuitional Investor - Waterford Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Waterford Advisors, Llc
Portfolio Value $213,431,278
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,322 $36,931,307 17.3%
2.
Vanguard Index Fds
 57,569 $17,897,082 8.38%
3.
Vanguard Index Fds
 119,420 $17,853,290 8.36%
4.
Vanguard Tax-Managed Fds
 311,433 $14,917,641 6.98%
5.
Schwab Strategic Trust
 FNDF 408,824 $13,789,645 6.46%
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)