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Home > Institutional Investor > Marin Bay Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Marin Bay Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 76,612 $28,030,092 15.07%
2.
Ishares Trust
 IEF 14,237 $10,662,541 5.73%
3.
Apple Inc.
 AAPL 36,630 $10,599,398 5.7%
4.
Invesco Qqq Tr
 13,268 $9,770,852 5.25%
5.
Chevron Corp
 CVX 38,191 $6,330,569 3.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.