Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $108,526,048 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 67,389 | $34,631,732 | 31.91% | |
| 2. | Dimensional Etf Trust | 109,855 | $6,644,043 | 6.12% | |
| 3. | IEF | 11,282 | $6,339,358 | 5.84% | |
| 4. | Ishares Tr | 70,157 | $4,334,308 | 3.99% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 16,224 | $4,195,923 | 3.87% |
