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Home > Institutional Investor > Ndwm Llc > Profile

Instuitional Investor - Ndwm Llc

Fund Profile
Filing Period:
Fund Name: Ndwm Llc
Portfolio Value $147,375,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,674 $44,625,037 30.28%
2.
Spdr S & P 500 Etf Trust
 SPY 42,441 $28,273,458 19.18%
3.
Spdr Series Trust
 143,224 $14,253,617 9.67%
4.
Spdr Series Trust
 86,153 $7,904,529 5.36%
5.
Spdr Gold Trust
 GLD 19,466 $6,919,579 4.7%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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