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Home > Institutional Investor > Lba Wealth Management, Llc > Profile

Instuitional Investor - Lba Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lba Wealth Management, Llc
Portfolio Value $189,970,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 249,183 $20,204,000 10.63%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 64,445 $20,134,000 10.59%
3.
Vanguard Scottsdale Funds
 169,832 $13,542,000 7.12%
4.
Ishares Trust
 IEF 78,805 $13,493,000 7.1%
5.
Vanguard Intl Equity Index Funds
 VWO 205,011 $8,143,000 4.28%
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)