Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Buck Wealth Strategies, Llc > Profile

Instuitional Investor - Buck Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Buck Wealth Strategies, Llc
Portfolio Value $787,888,608
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 117,357 $80,382,628 10.2%
2.
Pimco Etf Trust
 581,455 $54,121,843 6.87%
3.
Ishares Trust
 IEF 368,411 $36,796,901 4.67%
4.
Spdr Series Trust
 235,496 $25,127,407 3.19%
5.
Vanguard Tax-Managed Fds
 364,560 $22,774,054 2.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.