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Home > Institutional Investor > Instrumental Wealth, Llc > Profile

Instuitional Investor - Instrumental Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Instrumental Wealth, Llc
Portfolio Value $110,378,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 281,308 $15,919,246 14.42%
2.
Ishares Trust
 IEF 143,358 $13,491,463 12.22%
3.
Ishares Trust
 IEF 61,373 $11,160,131 10.11%
4.
Ishares Tr
 355,992 $9,056,436 8.2%
5.
Ishares Tr - CORE MSCI EAFE
 103,808 $8,105,329 7.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)