Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $128,310,616 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 73,095 | $44,762,019 | 34.89% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 141,464 | $7,049,164 | 5.49% | |
| 3. | IEF | 10,397 | $6,958,975 | 5.42% | |
| 4. | Dimensional Etf Trust | 91,349 | $6,617,290 | 5.16% | |
| 5. | Invesco Qqq Tr | 7,576 | $4,548,461 | 3.54% |