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Home > Institutional Investor > Defined Wealth Management, Llc > Profile

Instuitional Investor - Defined Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Defined Wealth Management, Llc
Portfolio Value $130,599,468
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 17,353 $7,579,790 5.8%
2.
Ishares Tr
 103,258 $7,264,178 5.56%
3.
Vanguard Index Fds
 18,838 $5,856,330 4.48%
4.
Ishares Trust
 IEF 63,021 $5,314,561 4.06%
5.
Spdr S & P 500 Etf Trust
 SPY 9,833 $4,673,824 3.57%
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)