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Home > Institutional Investor > Wealthstone, Inc. > Profile

Instuitional Investor - Wealthstone, Inc.

Fund Profile
Filing Period:
Fund Name: Wealthstone, Inc.
Portfolio Value $286,720,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 320,719 $37,219,000 12.98%
2.
Ishares Trust
 IEF 60,175 $23,939,000 8.34%
3.
Ishares Trust
 IEF 159,961 $18,208,000 6.35%
4.
Ishares Trust
 IEF 69,573 $15,572,000 5.43%
5.
Goldman Sachs Acss Invmt Grd Corp Bd Etf
 211,108 $11,264,000 3.92%
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)