Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $142,162,775 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 86,739 | $51,830,847 | 36.46% | |
| 2. | IEF | 12,391 | $8,094,004 | 5.69% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 150,042 | $7,427,086 | 5.22% | |
| 4. | Dimensional Etf Trust | 87,036 | $6,171,687 | 4.34% | |
| 5. | Vanguard World Fund | 55,240 | $4,817,823 | 3.39% |