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Home > Institutional Investor > Buck Wealth Strategies, Llc > Profile

Instuitional Investor - Buck Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Buck Wealth Strategies, Llc
Portfolio Value $269,878,541
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,673 $12,262,500 4.54%
2.
Apple Inc.
 AAPL 48,134 $9,267,422 3.43%
3.
Ishares Tr
 91,813 $9,206,196 3.41%
4.
Ishares Trust
 IEF 89,792 $8,911,695 3.3%
5.
Janus Detroit Str Tr
 178,070 $8,604,384 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)