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Home > Institutional Investor > Fft Wealth Management Llc > 13F Holdings

Instuitional Investor - Fft Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 165,827 $110,987,762 20.38%
2.
2023 Etf Series Trust Ii
 1,476,799 $53,560,997 9.84%
3.
Ishares Trust
 IEF 136,498 $51,724,379 9.5%
4.
Ishares Tr
 678,451 $46,188,954 8.48%
5.
Spdr S & P 500 Etf Trust
 SPY 48,207 $32,202,893 5.91%
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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