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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 $108,600,766
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 70,982 $10,611,809 9.77%
2.
Vanguard Bond Index Funds
 BND 109,809 $8,076,452 7.43%
3.
Ishares Trust
 IEF 102,336 $7,711,018 7.1%
4.
Invesco Exchange Traded Fd T
 132,727 $7,177,876 6.6%
5.
Vanguard Scottsdale Funds
 116,877 $6,933,144 6.38%
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)