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Home > Institutional Investor > Fourth Dimension Wealth, Llc > Profile

Instuitional Investor - Fourth Dimension Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Fourth Dimension Wealth, Llc
Portfolio Value $206,884,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,757 $11,274,597 5.45%
2.
Spdr Series Trust
 143,297 $9,745,621 4.71%
3.
Janus Henderson
 191,761 $8,667,584 4.19%
4.
Sector Spdr Trust
 XLB 41,463 $8,561,260 4.14%
5.
Vanguard Growth
 20,704 $7,677,356 3.71%
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)