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Home > Institutional Investor > Elevate Wealth Advisory, Inc > Profile

Instuitional Investor - Elevate Wealth Advisory, Inc

Fund Profile
Filing Period:
Fund Name: Elevate Wealth Advisory, Inc
Portfolio Value $141,168,317
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 107,568 $13,124,402 9.3%
2.
Vanguard Scottsdale Funds
 206,725 $12,279,483 8.7%
3.
Vanguard Bond Index Funds
 BND 149,330 $11,689,573 8.28%
4.
Dimensional Etf Trust
 248,054 $9,763,419 6.92%
5.
Ishares Tr - 0-5 YR TIPS ETF
 79,332 $8,208,439 5.81%
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)