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Home > Institutional Investor > Sentinel Wealth Management, Inc. > 13F Holdings

Instuitional Investor - Sentinel Wealth Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,542 $21,106,449 14.88%
2.
Dimensional Etf Trust
 DFAC 224,550 $18,489,447 13.03%
3.
American Centy Etf Tr
 145,009 $13,226,271 9.32%
4.
Dimensional Etf Trust
 DFAC 275,885 $10,701,580 7.54%
5.
Dimensional Etf Trust
 DFAC 225,575 $9,304,969 6.56%
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)

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