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Home > Institutional Investor > Wealth Care Llc > 13F Holdings

Instuitional Investor - Wealth Care Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 81,240 $10,098,930 8.97%
2.
Vanguard Index Fds
 30,064 $9,644,827 8.57%
3.
Ishares Trust
 IAU 105,150 $9,270,019 8.23%
4.
Vanguard Specialized Funds - DIV APP ETF
 36,467 $7,842,644 6.97%
5.
Ishares Trust
 IEF 110,154 $7,438,705 6.61%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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