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Home > Institutional Investor > Marks Wealth, Llc > Profile

Instuitional Investor - Marks Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Marks Wealth, Llc
Portfolio Value $186,056,118
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 309,172 $36,213,316 19.46%
2.
Spdr Gold Trust
 GLD 174,183 $33,298,564 17.89%
3.
Ishares Trust
 IEF 327,626 $32,395,659 17.41%
4.
Ishares Tr
 294,006 $31,829,090 17.1%
5.
Ishares Trust
 IEF 317,582 $30,611,729 16.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)