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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 $191,658,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,344 $12,619,623 6.58%
2.
Spdr Series Trust
 172,587 $12,343,997 6.44%
3.
Sector Spdr Trust
 XLB 44,871 $10,468,820 5.46%
4.
Vanguard Growth
 20,731 $8,508,714 4.43%
5.
Nvidia Corp
 NVDA 48,489 $6,524,971 3.4%
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)