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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 $133,350,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 108,733 $13,909,121 10.43%
2.
Vanguard Scottsdale Funds
 204,404 $11,855,413 8.89%
3.
Vanguard Bond Index Funds
 BND 142,941 $10,942,781 8.2%
4.
Dimensional Etf Trust
 248,077 $8,679,753 6.5%
5.
Ishares Tr
 76,203 $7,563,064 5.67%
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)