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Home > Institutional Investor > Elevate Wealth Advisory, Inc > Profile

Instuitional Investor - Elevate Wealth Advisory, Inc

Fund Profile
Filing Period:
Fund Name: Elevate Wealth Advisory, Inc
Portfolio Value $109,144,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 192,023 $11,390,831 10.43%
2.
Vanguard Bond Index Funds
 BND 127,458 $9,816,839 8.99%
3.
Ishares Trust
 IEF 85,209 $8,966,585 8.21%
4.
Dimensional Etf Trust
 176,469 $6,063,486 5.55%
5.
Ishares Tr
 57,635 $5,682,248 5.2%
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)