Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $120,628,015 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 71,290 | $40,495,079 | 33.57% | |
| 2. | IEF | 11,015 | $6,838,918 | 5.67% | |
| 3. | Dimensional Etf Trust | 97,411 | $6,528,456 | 5.41% | |
| 4. | Pgim Etf Tr - PGIM ULTRA SH BD | 126,935 | $6,316,275 | 5.24% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 14,964 | $4,187,439 | 3.47% |
