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Home > Institutional Investor > Future Financial Wealth Managment Llc > Profile

Instuitional Investor - Future Financial Wealth Managment Llc

Fund Profile
Filing Period:
Fund Name: Future Financial Wealth Managment Llc
Portfolio Value $100,711,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 12,933 $5,649,322 5.6%
2.
Invesco Nasdaq 100 Etf
 32,217 $5,429,853 5.39%
3.
Ishares Trust
 IEF 11,614 $3,521,016 3.49%
4.
Vanguard Dividend Appreciation Etf
 20,624 $3,514,408 3.48%
5.
Ishares Trust
 IEF 15,177 $3,390,390 3.36%
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)