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

Instuitional Investor - Lauer Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 43,563 $20,712,900 15.94%
2.
Wisdomtree Tr
 326,384 $16,420,388 12.64%
3.
Wisdomtree Tr
 172,612 $13,379,156 10.3%
4.
Ishares Tr
 143,723 $11,319,584 8.71%
5.
Dimensional Etf Trust
 235,906 $8,954,992 6.89%
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)