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Home > Institutional Investor > Wealth Forward, Llc > 13F Holdings

Instuitional Investor - Wealth Forward, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,153,317 $40,366,078 18.28%
2.
Schwab Strategic Trust
 SCHD 960,309 $30,220,924 13.68%
3.
Schwab Strategic Trust
 SCHD 551,356 $13,855,576 6.27%
4.
Schwab Strategic Trust
 SCHD 544,703 $12,996,614 5.88%
5.
Ishares Trust
 IEF 33,932 $12,964,548 5.87%
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.