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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 $550,297,438
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 81,193 $45,622,166 8.29%
2.
Ishares Trust
 IEF 410,943 $40,650,478 7.39%
3.
Pimco Etf Trust
 314,485 $29,080,428 5.28%
4.
Vanguard Index Fds - MID CAP ETF
 68,548 $17,727,952 3.22%
5.
Apple Inc.
 AAPL 66,685 $14,812,721 2.69%
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)