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Home > Institutional Investor > Fourth Dimension Wealth, Llc > Profile

Instuitional Investor - Fourth Dimension Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Fourth Dimension Wealth, Llc
Portfolio Value $236,792,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 158,557 $11,874,356 5.01%
2.
Sector Spdr Trust
 XLB 44,271 $11,210,725 4.73%
3.
Apple Inc.
 AAPL 48,510 $9,952,752 4.2%
4.
Janus Henderson
 215,840 $9,723,566 4.11%
5.
Spdr Series Trust
 264,674 $7,614,669 3.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)