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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 $167,387,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,793 $26,290,635 15.71%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 264,915 $12,172,823 7.27%
3.
Spdr Series Trust
 88,722 $9,916,418 5.92%
4.
Vanguard Bond Index Funds
 BND 118,422 $8,746,668 5.23%
5.
Spdr Series Trust
 148,069 $8,731,610 5.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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