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Home > Institutional Investor > 49 Wealth Management, Llc > 13F Holdings

Instuitional Investor - 49 Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 54,793 $41,034,102 7.83%
2.
Ishares Inc - CORE MSCI EMKT
 323,600 $26,807,005 5.11%
3.
Ishares Trust
 HYG 265,293 $25,319,586 4.83%
4.
Ishares Trust
 IEF 185,469 $23,029,727 4.39%
5.
Ishares Trust
 HYG 201,170 $19,428,986 3.71%
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.