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Home > Institutional Investor > Yukon Wealth Management, Inc. > Profile

Instuitional Investor - Yukon Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Yukon Wealth Management, Inc.
Portfolio Value $173,514,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,965 $25,479,609 14.68%
2.
Ishares Trust
 IEF 130,953 $20,211,361 11.65%
3.
Schwab Strategic Trust
 FNDF 339,666 $10,533,033 6.07%
4.
Vanguard Specialized Funds - DIV APP ETF
 33,978 $7,697,484 4.44%
5.
Ishares Tr
 156,663 $7,276,983 4.19%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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