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

Instuitional Investor - Dynasty Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Dynasty Wealth Management, Llc
Portfolio Value $5,796,978,804
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 825,799 $486,131,355 8.38%
2.
Trimtabs Etf Tr
 7,038,056 $467,816,888 8.07%
3.
Blackrock Etf Trust Ii
 6,362,441 $330,974,195 5.7%
4.
Spdr Series Trust
 3,542,609 $311,395,361 5.37%
5.
Ishares Trust
 IEF 2,948,330 $285,693,167 4.92%
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)