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Home > Institutional Investor > American Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - American Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,758 $26,553,605 26.08%
2.
Ishares Trust
 IEF 126,973 $15,650,701 15.37%
3.
Ishares Trust
 IEF 56,121 $11,895,124 11.68%
4.
Ishares Trust
 IEF 75,218 $6,229,561 6.12%
5.
Ishares Tr - 0-5 YR TIPS ETF
 37,955 $3,876,137 3.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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