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Home > Institutional Investor > Master's Wealth Management Inc. > 13F Holdings

Instuitional Investor - Master's Wealth Management Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,650,556 $54,451,842 28.58%
2.
Dimensional Etf Trust
 1,294,142 $33,906,529 17.8%
3.
Dimensional Etf Trust
 482,055 $15,975,305 8.39%
4.
Dimensional Etf Trust
 292,405 $15,623,199 8.2%
5.
Dimensional Etf Trust
 295,134 $15,196,443 7.98%
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)