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Home > Institutional Investor > Bennett Associates Wealth Management > 13F Holdings

Instuitional Investor - Bennett Associates Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd - CAP STRENGTH ETF
 259,743 $23,608,041 18.15%
2.
Ishares Tr - CORE MSCI EAFE
 177,173 $14,790,402 11.37%
3.
Goldman Sachs Etf Tr
 78,023 $9,470,431 7.28%
4.
Vanguard World Fd
 21,137 $7,739,735 5.95%
5.
Ishares Inc - MSCI EMRG CHN
 119,165 $7,524,078 5.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)