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Home > Institutional Investor > Quest 10 Wealth Builders, Inc. > Profile

Instuitional Investor - Quest 10 Wealth Builders, Inc.

Fund Profile
Filing Period:
Fund Name: Quest 10 Wealth Builders, Inc.
Portfolio Value $93,416,021
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 12,986 $6,723,282 7.2%
2.
Ishares Trust
 IEF 7,538 $4,336,354 4.64%
3.
Vanguard Index Fds - GROWTH ETF
 10,395 $3,915,636 4.19%
4.
Vanguard Index Fds - VALUE ETF
 22,246 $3,862,364 4.13%
5.
Ishares Trust
 IEF 18,508 $2,705,426 2.9%
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)