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Home > Institutional Investor > Diversify Wealth Management, Llc > Profile

Instuitional Investor - Diversify Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Diversify Wealth Management, Llc
Portfolio Value $1,282,891,153
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,204,295 $48,364,487 3.76%
2.
Spdr S & P 500 Etf Trust
 SPY 73,811 $42,846,300 3.33%
3.
Spdr Series Trust
 429,490 $37,593,243 2.93%
4.
Spdr Series Trust
 644,421 $32,491,726 2.53%
5.
Nvidia Corp
 NVDA 220,962 $30,030,884 2.34%
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)