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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 $143,823,640
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 92,626 $28,795,601 20.02%
2.
Vanguard Index Fds
 86,471 $12,927,382 8.98%
3.
Ishares Trust
 IEF 121,206 $12,754,488 8.86%
4.
Ishares Trust
 IEF 132,422 $11,167,166 7.76%
5.
Spdr Series Trust
 214,377 $9,996,420 6.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)