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Home > Institutional Investor > Dynamic Wealth Strategies, Llc > Profile

Instuitional Investor - Dynamic Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Dynamic Wealth Strategies, Llc
Portfolio Value $112,353,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 67,415 $11,413,360 10.15%
2.
Ishares Trust
 IEF 107,117 $9,902,967 8.81%
3.
Vanguard Bond Index Funds
 BND 120,522 $8,666,737 7.71%
4.
Ishares Trust
 IEF 112,383 $8,497,279 7.56%
5.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 124,459 $8,342,487 7.42%
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)