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Home > Institutional Investor > Unique Wealth, Llc > Profile

Instuitional Investor - Unique Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Unique Wealth, Llc
Portfolio Value $308,754,725
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 163,962 $78,312,992 25.36%
2.
Pacer Fds Tr
 518,339 $26,948,455 8.72%
3.
Schwab Strategic Trust
 FNDF 320,363 $26,577,342 8.6%
4.
Spdr S & P 500 Etf Trust
 SPY 33,750 $16,041,883 5.19%
5.
Ishares Trust
 IEF 154,566 $15,340,687 4.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)