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Home > Institutional Investor > Consultiva Wealth Management, Corp. > 13F Holdings

Instuitional Investor - Consultiva Wealth Management, Corp.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Indexiq Etf Trust
 58,166 $1,746,789 44.77%
2.
Indexiq Etf Trust
 22,639 $740,234 18.97%
3.
Vanguard Specialized Funds
 1,353 $210,363 5.39%
4.
Invesco Exch Traded Fd Tr Ii
 5,313 $208,217 5.33%
5.
Vanguard Whitehall Funds
 1,997 $123,594 3.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)