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Home > Institutional Investor > Wise Wealth Partners > Profile

Instuitional Investor - Wise Wealth Partners

Fund Profile
Filing Period:
Fund Name: Wise Wealth Partners
Portfolio Value $59,874,835
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 219,988 $15,990,930 26.71%
2.
Ishares Trust
 IEF 40,640 $4,031,508 6.73%
3.
Spdr Gold Trust
 GLD 10,768 $3,282,361 5.48%
4.
Vanguard Whitehall Funds
 29,947 $2,399,082 4.01%
5.
Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT
 44,507 $2,280,539 3.81%
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)