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Home > Institutional Investor > Wpwealth Llp > 13F Holdings

Instuitional Investor - Wpwealth Llp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,887,341 $79,759,012 14.38%
2.
Dimensional Etf Trust
 2,442,369 $75,933,265 13.69%
3.
Dimensional Etf Trust
 1,478,538 $62,630,850 11.3%
4.
Dimensional Etf Trust
 1,024,444 $49,183,537 8.87%
5.
Dimensional Etf Trust
 845,674 $46,080,772 8.31%
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)