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Home > Institutional Investor > Asempa Wealth Advisors > Profile

Instuitional Investor - Asempa Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Asempa Wealth Advisors
Portfolio Value $131,016,813
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 11,414 $8,759,219 6.69%
2.
Ishares Tr - MSCI ACWI EX US
 84,772 $6,371,480 4.86%
3.
Ishares Trust
 IEF 15,454 $5,896,663 4.5%
4.
Spdr Series Trust
 KRE 63,560 $5,715,307 4.36%
5.
Ishares Trust
 IEF 28,815 $4,107,024 3.13%
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.