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Home > Institutional Investor > Lwm Advisors Inc > 13F Holdings

Instuitional Investor - Lwm Advisors Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 114,781 $21,240,227 21.84%
2.
Ishares Trust
 IEF 52,011 $19,491,305 20.04%
3.
Ishares Trust
 VLUE 142,650 $12,263,627 12.61%
4.
Ishares TrustBOND
 IEF 99,174 $8,180,896 8.41%
5.
Ishares Trust
 IEF 22,150 $5,796,080 5.96%
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)