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Home > Institutional Investor > Wealth Forward, Llc > Profile

Instuitional Investor - Wealth Forward, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Forward, Llc
Portfolio Value $140,528,937
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 115,619 $20,028,618 14.25%
2.
Vanguard Tax-Managed Fds
 362,261 $18,413,705 13.1%
3.
Schwab Strategic Trust
 FNDF 620,943 $17,007,636 12.1%
4.
Ishares Trust
 IEF 60,802 $16,467,134 11.72%
5.
Schwab Strategic Trust
 FNDF 495,490 $11,698,523 8.32%
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)