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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 336,974 $46,342,665 27.41%
2.
Ishares Trust
 IEF 184,393 $41,868,202 24.76%
3.
Ishares Trust
 IEF 56,830 $8,396,003 4.97%
4.
Ishares Trust
 IEF 35,378 $7,825,774 4.63%
5.
Ishares Trust
 IEF 17,660 $6,956,113 4.11%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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