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Home > Institutional Investor > Wfa Of San Diego, Llc > Profile

Instuitional Investor - Wfa Of San Diego, Llc

Fund Profile
Filing Period:
Fund Name: Wfa Of San Diego, Llc
Portfolio Value $135,825,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,116 $11,718,470 8.63%
2.
Vanguard Total Stock Market Etf - ETF
 36,208 $11,004,844 8.1%
3.
Lincoln Electric Holdings Inc
 LECO 40,107 $8,314,983 6.12%
4.
Vanguard Bond Index Funds
 BND 60,026 $4,419,714 3.25%
5.
Berkshire Hathaway Inc
 BRK.A 8,036 $3,903,405 2.87%
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)