Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > My Purposeful Wealth Corp. > 13F Holdings

Instuitional Investor - My Purposeful Wealth Corp.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 856,907 $73,814,012 14.04%
2.
Ishares Trust
 IEF 40,339 $30,209,842 5.75%
3.
Schwab Strategic Trust
 SCHD 713,455 $20,996,985 3.99%
4.
Ishares Trust
 IEF 123,645 $20,311,221 3.86%
5.
Ishares Trust
 IEF 138,319 $17,175,104 3.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.