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Home > Institutional Investor > Weinberger Asset Management, Inc > Profile

Instuitional Investor - Weinberger Asset Management, Inc

Fund Profile
Filing Period:
Fund Name: Weinberger Asset Management, Inc
Portfolio Value $314,979,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 105,146 $39,349,831 12.49%
2.
Philip Morris International Inc.
 PM 126,996 $24,233,340 7.69%
3.
Schwab Strategic Trust
 SCHD 558,370 $20,062,246 6.37%
4.
Dimensional Etf Trust
 DFAC 328,854 $17,218,813 5.47%
5.
Schwab Strategic Trust
 SCHD 496,936 $14,565,207 4.62%
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.