Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $137,180,366 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 81,093 | $50,855,789 | 37.07% | |
| 2. | IEF | 10,746 | $7,360,185 | 5.37% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 144,392 | $7,160,394 | 5.22% | |
| 4. | Dimensional Etf Trust | 87,399 | $6,482,402 | 4.73% | |
| 5. | Invesco Qqq Tr | 7,890 | $4,847,067 | 3.53% |