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

Instuitional Investor - Foundation Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Foundation Wealth Management, Llc
Portfolio Value $128,802,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 363,952 $36,952,360 28.68%
2.
Ishares Trust
 IEF 173,218 $33,063,811 25.67%
3.
Ishares Trust
 IEF 39,740 $4,965,891 3.85%
4.
Ishares Trust
 IEF 16,660 $4,794,361 3.72%
5.
Apple Inc.
 AAPL 15,085 $3,777,454 2.93%
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)