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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 $92,570,766
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 153,493 $12,035,356 13%
2.
Ishares Trust
 IEF 39,708 $10,861,834 11.73%
3.
Pacer Fds Tr
 200,690 $10,247,222 11.06%
4.
Ishares Trust
 IEF 58,320 $10,086,453 10.89%
5.
Ishares Tr
 309,651 $7,868,244 8.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)