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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 $415,884,415
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 153,061 $66,855,603 16.08%
2.
Ishares Trust
 IEF 35,745 $23,348,675 5.61%
3.
Ishares Trust
 IEF 123,412 $17,577,639 4.23%
4.
Schwab Strategic Trust
 FNDF 666,106 $17,078,945 4.11%
5.
Ishares Trust
 IEF 35,743 $15,240,813 3.66%
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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