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Home > Institutional Investor > Foundation Wealth Management, Llc > 13F Holdings

Instuitional Investor - Foundation Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 353,823 $42,713,452 27.3%
2.
Ishares Trust
 IEF 184,882 $38,179,619 24.4%
3.
Ishares Trust
 IEF 38,271 $6,767,034 4.32%
4.
Ishares Trust
 IEF 49,113 $6,370,994 4.07%
5.
Ishares Trust
 IEF 19,140 $6,124,938 3.91%
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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