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Home > Institutional Investor > Expressive Wealth Llc > Profile

Instuitional Investor - Expressive Wealth Llc

Fund Profile
Filing Period:
Fund Name: Expressive Wealth Llc
Portfolio Value $92,623,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 11,167 $4,425,594 4.78%
2.
Capital Group Growth Etf
 91,765 $4,080,790 4.41%
3.
Capital Group Dividend Value
 89,216 $3,893,386 4.2%
4.
Nvidia Corp
 NVDA 13,752 $2,564,753 2.77%
5.
Vanguard Intl Equity Index Funds
 VWO 29,423 $2,460,057 2.66%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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