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Home > Institutional Investor > My Wealth Management Inc. > 13F Holdings

Instuitional Investor - My Wealth Management Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 171,721 $15,631,763 15.13%
2.
Ishares Trust
 IEF 142,748 $13,613,877 13.17%
3.
Ishares Trust
 IEF 20,301 $11,407,132 11.04%
4.
Pacer Fds Tr
 174,933 $9,000,295 8.71%
5.
Spdr Series Trust
 280,822 $8,211,235 7.95%
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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