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

Instuitional Investor - Forza Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Forza Wealth Management, Llc
Portfolio Value $181,233,381
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 204,644 $7,987,255 4.4%
2.
J P Morgan Exchange Traded F
 129,985 $6,529,147 3.6%
3.
Vanguard Bond Index Funds
 BND 71,262 $5,488,599 3.02%
4.
Dimensional Etf Trust
 170,970 $4,896,581 2.7%
5.
Schwab Strategic Trust
 FNDF 98,943 $4,793,788 2.64%
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)