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Home > Institutional Investor > Curtis Wealth Management Llc > 13F Holdings

Instuitional Investor - Curtis Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 14,742 $11,040,063 9.36%
2.
Ishares Trust
 IEF 64,754 $8,905,556 7.55%
3.
Blackrock Etf Trust
 DYNF 124,354 $8,457,339 7.17%
4.
Spdr Series Trust
 KRE 95,034 $8,351,591 7.08%
5.
Ishares Tr - MSCI ACWI EX US
 82,628 $6,288,822 5.33%
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.