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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 $138,858,138
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 143,015 $14,400,180 10.37%
2.
Vanguard Bond Index Funds
 BND 171,209 $12,606,119 9.08%
3.
Ishares Trust
 IEF 94,128 $10,574,340 7.62%
4.
Ishares Trust
 VLUE 112,303 $10,038,765 7.23%
5.
Vanguard Index Fds - VALUE ETF
 55,837 $9,868,631 7.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)