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Home > Institutional Investor > Livet Wealth, Llc > Profile

Instuitional Investor - Livet Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Livet Wealth, Llc
Portfolio Value $157,302,330
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 262,547 $12,615,365 8.02%
2.
Schwab Strategic Trust
 FNDF 481,581 $11,919,108 7.58%
3.
Vanguard Scottsdale Funds
 104,970 $11,514,138 7.32%
4.
Schwab Strategic Trust
 FNDF 296,810 $9,106,123 5.79%
5.
Ishares Trust
 IEF 80,134 $7,954,975 5.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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