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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 $481,233,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,651 $25,696,253 5.33%
2.
Ishares Trust
 IEF 222,540 $19,434,443 4.03%
3.
Ishares Trust
 IEF 177,669 $17,216,118 3.57%
4.
Ishares Tr
 156,306 $15,680,626 3.25%
5.
Apple Inc.
 AAPL 59,873 $14,993,439 3.11%
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)