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Home > Institutional Investor > Instrumental Wealth, Llc > 13F Holdings

Instuitional Investor - Instrumental Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 316,269 $20,408,850 14.32%
2.
Ishares Trust
 IEF 147,298 $18,323,817 12.85%
3.
Ishares Trust
 IEF 66,287 $13,809,566 9.69%
4.
Ishares Tr
 385,717 $10,125,058 7.1%
5.
Ishares Trust
 IEF 14,723 $10,059,476 7.06%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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