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

Instuitional Investor - Global Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Global Wealth Management, Llc
Portfolio Value $156,640,431
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,058,243 $24,022,122 15.33%
2.
J P Morgan Exchange Traded F
 395,422 $20,051,839 12.8%
3.
Ishares Trust
 IEF 32,003 $18,839,762 12.02%
4.
Schwab Strategic Trust
 FNDF 689,235 $18,829,908 12.02%
5.
Vanguard Bd Index Fds
 270,124 $13,403,553 8.55%
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)