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Home > Institutional Investor > Wayfinding Financial, Llc > Profile

Instuitional Investor - Wayfinding Financial, Llc

Fund Profile
Filing Period:
Fund Name: Wayfinding Financial, Llc
Portfolio Value $228,249
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 49,541 $18,597 8.15%
2.
Ishares Trust
 IEF 17,842 $10,025 4.39%
3.
Spdr Series Trust
 280,762 $9,332 4.09%
4.
Apple Inc.
 AAPL 37,699 $8,374 3.67%
5.
Nvidia Corp
 NVDA 74,859 $8,114 3.55%
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)