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

Instuitional Investor - Dynasty Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Dynasty Wealth Management, Llc
Portfolio Value $760,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lyondellbasell Industries N.v.
 LYB 4,195 $349,000 45.92%
2.
Vanguard Ftse Developed Markets Etf
 5,641 $209,000 27.5%
3.
Vanguard Total Stock Market Index Fund
 1,585 $202,000 26.57%
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)