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

Instuitional Investor - Dynamic Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Dynamic Wealth Strategies, Llc
Portfolio Value $120,275,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 65,378 $11,293,396 9.39%
2.
Ishares Trust
 IEF 108,132 $10,312,549 8.57%
3.
Vanguard Bond Index Funds
 BND 121,434 $8,919,327 7.42%
4.
Ishares Trust
 VLUE 108,430 $8,861,984 7.37%
5.
Ishares Trust
 IEF 67,303 $6,102,363 5.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)