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Home > Institutional Investor > Ndwm Llc > Profile

Instuitional Investor - Ndwm Llc

Fund Profile
Filing Period:
Fund Name: Ndwm Llc
Portfolio Value $102,306,709
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 65,696 $36,914,554 36.08%
2.
Spdr Ser Tr
 167,836 $16,697,980 16.32%
3.
Spdr Ser Tr
 117,893 $10,814,301 10.57%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 36,826 $6,379,369 6.24%
5.
Spdr S & P 500 Etf Trust
 SPY 6,058 $3,389,002 3.31%
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)