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Home > Institutional Investor > Dodds Wealth, Llc > Profile

Instuitional Investor - Dodds Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Dodds Wealth, Llc
Portfolio Value $444,568,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 712,028 $58,849,089 13.24%
2.
Spdr Series Trust
 KRE 1,745,184 $58,393,866 13.13%
3.
Vanguard Index Fds - GROWTH ETF
 600,150 $51,696,911 11.63%
4.
Ishares Tr
 923,932 $49,125,482 11.05%
5.
Ishares Tr - US TREAS BD ETF
 2,039,239 $46,453,866 10.45%
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.