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Home > Institutional Investor > Db Wealth Management Group, Llc > Profile

Instuitional Investor - Db Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Db Wealth Management Group, Llc
Portfolio Value $176,095,416
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 56,194 $26,709,576 15.16%
2.
Ishares Trust
 IEF 139,724 $10,528,192 5.97%
3.
Capital Group
 340,377 $10,156,853 5.76%
4.
Vanguard Total
 37,427 $8,878,414 5.04%
5.
Ishares Trust
 IEF 27,779 $7,698,865 4.37%
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)