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Home > Institutional Investor > Members Wealth Llc > Profile

Instuitional Investor - Members Wealth Llc

Fund Profile
Filing Period:
Fund Name: Members Wealth Llc
Portfolio Value $159,676,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,361 $24,607,381 15.41%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 273,330 $12,627,869 7.91%
3.
Spdr Series Trust
 85,669 $9,221,447 5.78%
4.
Vanguard Bond Index Funds
 BND 119,217 $8,862,568 5.55%
5.
Spdr Series Trust
 143,793 $8,363,009 5.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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