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Home > Institutional Investor > Wellspring Financial Advisors, Llc > Profile

Instuitional Investor - Wellspring Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wellspring Financial Advisors, Llc
Portfolio Value $401,886,992
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stk Mkt
 6,174,127 $45,917,487 11.42%
2.
Ishares 0-3 Month Treasury Bond Etf
 269,671 $27,039,877 6.72%
3.
Ishares Trust
 IEF 55,295 $26,410,782 6.57%
4.
Ishares Trust
 IEF 67,414 $20,437,755 5.08%
5.
Vanguard Value Etf
 968,747 $20,309,489 5.05%
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)