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Home > Institutional Investor > Womack Financial Llc > Profile

Instuitional Investor - Womack Financial Llc

Fund Profile
Filing Period:
Fund Name: Womack Financial Llc
Portfolio Value $152,144,393
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 499,879 $17,005,877 11.18%
2.
Schwab Strategic Trust
 SCHD 373,197 $13,408,986 8.81%
3.
Schwab Strategic Trust
 SCHD 247,671 $8,056,745 5.3%
4.
Ea Series Trust
 102,714 $7,185,871 4.72%
5.
Schwab Strategic Trust
 SCHD 210,302 $6,862,161 4.51%
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.