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Home > Institutional Investor > My Purposeful Wealth Corp. > Profile

Instuitional Investor - My Purposeful Wealth Corp.

Fund Profile
Filing Period:
Fund Name: My Purposeful Wealth Corp.
Portfolio Value $212,864,716
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 158,021 $58,597,390 27.53%
2.
Ishares Trust
 IEF 32,626 $18,332,358 8.61%
3.
Ishares Trust
 IEF 109,937 $13,413,370 6.3%
4.
Vanguard Bond Index Funds
 BND 133,250 $9,787,182 4.6%
5.
Vanguard Index Fds
 48,977 $7,862,780 3.69%
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)